St. Clair Advisors
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St. Clair Advisors’s Bank of America BAC Stock Holding History

St. Clair 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 		$303K Hold
5,560
– – 0.08% 75
2026
Q2 		$317K Hold
5,560
– – 0.08% 74
2026
Q1 		$271K Hold
5,560
– – 0.07% 78
2025
Q4 		$306K Hold
5,560
– – 0.08% 73
2025
Q3 		$287K Hold
5,560
– – 0.08% 73
2025
Q2 		$263K Hold
5,560
– – 0.07% 75
2025
Q1 		$232K Hold
5,560
– – 0.07% 78
2024
Q4 		$244K Buy
+5,560
New +$245K 0.07% 76

Other funds holding BAC

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
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

St. Clair Advisors's BAC Position: Q3 2026 in Review

St. Clair Advisors held its Bank of America (BAC) position steady in Q3 2026 at 5,560 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #75.

St. Clair Advisors first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $317K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • St. Clair Advisors held 5,560 shares of Bank of America worth $303K as of Q3 2026.
  • St. Clair Advisors left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.08% of St. Clair Advisors's portfolio in Q3 2026, its #75 holding.
  • St. Clair Advisors first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
  • St. Clair Advisors's Bank of America position peaked at $317K in Q2 2026.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.