Seven Mile Advisory
BAC icon

Seven Mile Advisory’s Bank of America BAC Stock Holding History

Seven Mile Advisory’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$281K Sell
5,170
-366
-7% -$22.3K 0.19% 119
2026
Q2 		$315K Sell
5,536
-92
-2% -$4.89K 0.21% 106
2026
Q1 		$274K Sell
5,628
-16,268
-74% -$839K 0.2% 110
2025
Q4 		$1.2M Buy
21,896
+2,279
+12% +$120K 0.21% 62
2025
Q3 		$1.01M Buy
19,617
+5,658
+41% +$276K 0.16% 74
2025
Q2 		$661K Sell
13,959
-876
-6% -$36.9K 0.4% 40
2025
Q1 		$619K Buy
14,835
+24
+0.2% +$1.07K 0.41% 43
2024
Q4 		$651K Buy
14,811
+2,104
+17% +$92.6K 0.42% 39
2024
Q3 		$504K Buy
12,707
+4,578
+56% +$183K 0.33% 59
2024
Q2 		$323K Sell
8,129
-4,008
-33% -$154K 0.24% 84
2024
Q1 		$460K Buy
12,137
+1,044
+9% +$35.8K 0.35% 59
2023
Q4 		$374K Buy
11,093
+513
+5% +$14.9K 0.32% 67
2023
Q3 		$290K Buy
10,580
+1,557
+17% +$46.1K 0.3% 76
2023
Q2 		$259K Buy
+9,023
New +$257K 0.3% 81

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Seven Mile Advisory's BAC Position: Q3 2026 in Review

Seven Mile Advisory reduced its Bank of America (BAC) stake by 6.6% in Q3 2026, selling an estimated $22.3K and leaving 5,170 shares worth $281K. The position accounts for 0.19% of the portfolio, ranked #119.

Seven Mile Advisory first reported a position in BAC in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Seven Mile Advisory held 5,170 shares of Bank of America worth $281K as of Q3 2026.
  • Seven Mile Advisory sold 366 Bank of America shares in Q3 2026, an estimated $22.3K.
  • Bank of America made up 0.19% of Seven Mile Advisory's portfolio in Q3 2026, its #119 holding.
  • Seven Mile Advisory first reported a position in Bank of America in Q2 2023 and has held it in 14 quarters since.
  • Seven Mile Advisory's Bank of America position peaked at $1.2M in Q4 2025.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.