Sweeney & Michel’s Bank of America BAC Stock Holding History

Sweeney & Michel’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	$1.41M	Sell	25,958 -2,547	-9%	-$155K	0.38%	45
2026 Q2	$1.8M	Sell	28,505 -712	-2%	-$37.9K	0.47%	40
2026 Q1	$1.56M	Buy	29,217 +86	+0.3%	+$4.44K	0.46%	42
2025 Q4	$1.57M	Buy	29,131 +75	+0.3%	+$3.96K	0.46%	40
2025 Q3	$1.41M	Sell	29,056 -2,889	-9%	-$141K	0.48%	39
2025 Q2	$1.49M	Sell	31,945 -2,398	-7%	-$101K	0.53%	34
2025 Q1	$1.2M	Buy	+34,343	New	+$1.53M	0.53%	34
2024 Q3	$1.46M	Buy	34,560 +1,529	+5%	+$61.3K	0.58%	32
2024 Q2	$1.37M	Sell	33,031 -2,510	-7%	-$96.2K	0.58%	32
2024 Q1	$1.37M	Buy	+35,541	New	+$1.22M	0.61%	30
2023 Q3	$1.09M	Sell	38,958 -880	-2%	-$26K	0.57%	32
2023 Q2	$1.25M	Buy	39,838 +183	+0.5%	+$5.22K	0.64%	26
2023 Q1	$1.16M	Buy	+39,655	New	+$1.31M	0.62%	27

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Sweeney & Michel's BAC Position: Q3 2026 in Review

Sweeney & Michel reduced its Bank of America (BAC) stake by 8.9% in Q3 2026, selling an estimated $155K and leaving 25,958 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #45.

Sweeney & Michel first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.8M in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Sweeney & Michel held 25,958 shares of Bank of America worth $1.41M as of Q3 2026.
Sweeney & Michel sold 2,547 Bank of America shares in Q3 2026, an estimated $155K.
Bank of America made up 0.38% of Sweeney & Michel's portfolio in Q3 2026, its #45 holding.
Sweeney & Michel first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Bank of America position peaked at $1.8M in Q2 2026.
1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.