Steele Capital Management
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Steele Capital Management’s Bank of America BAC Stock Holding History

Steele Capital Management’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 		$999K Buy
18,353
+210
+1% +$12.8K 0.04% 72
2026
Q2 		$1.03M Sell
18,143
-330
-2% -$17.6K 0.04% 74
2026
Q1 		$901K Sell
18,473
-1,056
-5% -$54.5K 0.04% 75
2025
Q4 		$1.07M Buy
19,529
+330
+2% +$17.4K 0.05% 66
2025
Q3 		$990K Hold
19,199
– – 0.04% 70
2025
Q2 		$909K Sell
19,199
-908
-5% -$38.2K 0.04% 70
2025
Q1 		$839K Sell
20,107
-1,330
-6% -$59.3K 0.04% 70
2024
Q4 		$942K Buy
21,437
+165
+0.8% +$7.26K 0.05% 67
2024
Q3 		$844K Sell
21,272
-250
-1% -$10K 0.04% 65
2024
Q2 		$856K Hold
21,522
– – 0.05% 74
2024
Q1 		$816K Sell
21,522
-56
-0.3% -$1.92K 0.05% 72
2023
Q4 		$727K Buy
+21,578
New +$628K 0.05% 76

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

Steele Capital Management's BAC Position: Q3 2026 in Review

Steele Capital Management increased its Bank of America (BAC) stake by 1.2% in Q3 2026, buying an estimated $12.8K and bringing the position to 18,353 shares worth $999K. The position accounts for 0.04% of the portfolio, ranked #72.

Steele Capital Management first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2025. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Steele Capital Management held 18,353 shares of Bank of America worth $999K as of Q3 2026.
  • Steele Capital Management bought 210 Bank of America shares in Q3 2026, an estimated $12.8K.
  • Bank of America made up 0.04% of Steele Capital Management's portfolio in Q3 2026, its #72 holding.
  • Steele Capital Management first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
  • Steele Capital Management's Bank of America position peaked at $1.07M in Q4 2025.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.