Snider Financial Group
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Snider Financial Group’s Bank of America BAC Stock Holding History

Snider Financial Group’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 		$782K Sell
14,371
-575
-4% -$35K 0.19% 52
2026
Q2 		$852K Sell
14,946
-2,639
-15% -$140K 0.22% 53
2026
Q1 		$857K Sell
17,585
-2,647
-13% -$137K 0.26% 51
2025
Q4 		$1.11M Sell
20,232
-3,502
-15% -$185K 0.3% 53
2025
Q3 		$1.22M Sell
23,734
-2,265
-9% -$110K 0.33% 54
2025
Q2 		$1.23M Sell
25,999
-563
-2% -$23.7K 0.35% 52
2025
Q1 		$1.11M Sell
26,562
-1,087
-4% -$48.4K 0.36% 52
2024
Q4 		$1.22M Buy
+27,649
New +$1.22M 0.38% 51
2024
Q1 		– Sell
-6,510
Closed -$219K – 62
2023
Q4 		$219K Sell
6,510
-41,428
-86% -$1.21M 0.1% 54
2023
Q3 		$1.31M Sell
47,938
-29,615
-38% -$876K 0.63% 41
2023
Q2 		$2.23M Buy
77,553
+2,963
+4% +$84.6K 1.06% 32
2023
Q1 		$2.13M Sell
74,590
-54,449
-42% -$1.8M 1.14% 31
2022
Q4 		$4.27M Sell
129,039
-2,799
-2% -$96.4K 2.36% 13
2022
Q3 		$4.27M Buy
131,838
+7,389
+6% +$247K 2.32% 13
2022
Q2 		$3.87M Sell
124,449
-20,035
-14% -$721K 2.11% 19
2022
Q1 		$5.96M Sell
144,484
-6,377
-4% -$288K 2.71% 12
2021
Q4 		$6.97M Buy
150,861
+10,862
+8% +$495K 2.96% 12
2021
Q3 		$6.69M Buy
139,999
+17,119
+14% +$690K 2.91% 12
2021
Q2 		$4.66M Buy
+122,880
New +$5.04M 2.19% 18

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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

Snider Financial Group's BAC Position: Q3 2026 in Review

Snider Financial Group reduced its Bank of America (BAC) stake by 3.8% in Q3 2026, selling an estimated $35K and leaving 14,371 shares worth $782K. The position accounts for 0.19% of the portfolio, ranked #52.

Snider Financial Group first reported a position in BAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.97M in Q4 2021. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Snider Financial Group held 14,371 shares of Bank of America worth $782K as of Q3 2026.
  • Snider Financial Group sold 575 Bank of America shares in Q3 2026, an estimated $35K.
  • Bank of America made up 0.19% of Snider Financial Group's portfolio in Q3 2026, its #52 holding.
  • Snider Financial Group first reported a position in Bank of America in Q2 2021 and has held it in 19 quarters since.
  • Snider Financial Group's Bank of America position peaked at $6.97M in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.