Shade Tree Advisors
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Shade Tree Advisors’s Bank of America BAC Stock Holding History

Shade Tree Advisors’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 		$478K Buy
+8,778
New +$535K 0.26% 41
2026
Q1 		– Sell
-4,163
Closed -$229K – 28
2025
Q4 		$229K Buy
+4,163
New +$220K 0.17% 33

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Shade Tree Advisors's BAC Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Bank of America (BAC) in Q3 2026: 8,778 shares worth $478K. The stake represents 0.26% of the portfolio and ranks #41 among its holdings. This is a return to the name: Shade Tree Advisors previously reported a position in BAC as recently as Q4 2025.

Shade Tree Advisors first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 1,485 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Shade Tree Advisors held 8,778 shares of Bank of America worth $478K as of Q3 2026.
  • Bank of America was a new Shade Tree Advisors position in Q3 2026.
  • Bank of America made up 0.26% of Shade Tree Advisors's portfolio in Q3 2026, its #41 holding.
  • Shade Tree Advisors first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 1,485 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.