Spectrum Wealth Advisory Group
BAC icon

Spectrum Wealth Advisory Group’s Bank of America BAC Stock Holding History

Spectrum Wealth Advisory 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 		– Sell
-8,406
Closed -$479K – 117
2026
Q2 		$479K Buy
+8,406
New +$447K 0.14% 53
2022
Q1 		– Sell
-4,567
Closed -$203K – 47
2021
Q4 		$203K Buy
+4,567
New +$208K 0.18% 48

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

Spectrum Wealth Advisory Group's BAC Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of Bank of America (BAC) in Q3 2026, closing a stake of 8,406 shares — an estimated $479K sold.

Spectrum Wealth Advisory Group first reported a position in BAC in Q4 2021 and held it in 2 quarters. The position peaked at $479K in Q2 2026. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Spectrum Wealth Advisory Group reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 8,406 Bank of America shares in Q3 2026, an estimated $479K.
  • Spectrum Wealth Advisory Group first reported a position in Bank of America in Q4 2021 and held it in 2 quarters.
  • Spectrum Wealth Advisory Group's Bank of America position peaked at $479K in Q2 2026.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.