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Stone Summit Wealth’s Bank of America BAC Stock Holding History

Stone Summit Wealth’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 		$631K Sell
11,600
-1,200
-9% -$73.1K 0.17% 83
2026
Q2 		$729K Sell
12,800
-400
-3% -$21.3K 0.19% 82
2026
Q1 		$644K Sell
13,200
-1,050
-7% -$54.2K 0.18% 80
2025
Q4 		$784K Sell
14,250
-100
-0.7% -$5.29K 0.21% 73
2025
Q3 		$740K Buy
14,350
+4,450
+45% +$217K 0.21% 77
2025
Q2 		$468K Hold
9,900
– – 0.15% 106
2025
Q1 		$413K Hold
9,900
– – 0.14% 107
2024
Q4 		$435K Sell
9,900
-500
-5% -$22K 0.15% 107
2024
Q3 		$413K Sell
10,400
-100
-1% -$4.01K 0.13% 113
2024
Q2 		$418K Sell
10,500
-100
-0.9% -$3.83K 0.15% 106
2024
Q1 		$402K Sell
10,600
-120
-1% -$4.12K 0.14% 108
2023
Q4 		$361K Sell
10,720
-1,346
-11% -$39.2K 0.14% 116
2023
Q3 		$330K Buy
12,066
+1,000
+9% +$29.6K 0.14% 118
2023
Q2 		$317K Sell
11,066
-35
-0.3% -$999 0.13% 115
2023
Q1 		$317K Sell
11,101
-125
-1% -$4.13K 0.14% 112
2022
Q4 		$372K Hold
11,226
– – 0.18% 102
2022
Q3 		$339K Hold
11,226
– – 0.21% 97
2022
Q2 		$350K Buy
11,226
+500
+5% +$18K 0.21% 97
2022
Q1 		$438K Buy
+10,726
New +$484K 0.25% 92

Other funds holding BAC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Stone Summit Wealth's BAC Position: Q3 2026 in Review

Stone Summit Wealth reduced its Bank of America (BAC) stake by 9.4% in Q3 2026, selling an estimated $73.1K and leaving 11,600 shares worth $631K. The position accounts for 0.17% of the portfolio, ranked #83.

Stone Summit Wealth first reported a position in BAC in Q1 2022 and has held it in 19 quarters since. The position peaked at $784K in Q4 2025. 779 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Stone Summit Wealth held 11,600 shares of Bank of America worth $631K as of Q3 2026.
  • Stone Summit Wealth sold 1,200 Bank of America shares in Q3 2026, an estimated $73.1K.
  • Bank of America made up 0.17% of Stone Summit Wealth's portfolio in Q3 2026, its #83 holding.
  • Stone Summit Wealth first reported a position in Bank of America in Q1 2022 and has held it in 19 quarters since.
  • Stone Summit Wealth's Bank of America position peaked at $784K in Q4 2025.
  • 779 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.