TFC Financial Management
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TFC Financial Management’s Bank of America BAC Stock Holding History

TFC Financial 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 		$167K Hold
3,059
– – 0.02% 153
2026
Q2 		$174K Buy
3,059
+175
+6% +$9.31K 0.02% 154
2026
Q1 		$141K Sell
2,884
-244
-8% -$12.6K 0.02% 164
2025
Q4 		$172K Hold
3,128
– – 0.02% 143
2025
Q3 		$161K Buy
3,128
+168
+6% +$8.2K 0.02% 141
2025
Q2 		$140K Sell
2,960
-36
-1% -$1.52K 0.02% 160
2025
Q1 		$125K Sell
2,996
-190
-6% -$8.47K 0.02% 164
2024
Q4 		$140K Sell
3,186
-149
-4% -$6.56K 0.02% 157
2024
Q3 		$132K Buy
3,335
+1,667
+100% +$66.8K 0.02% 162
2024
Q2 		$66.4K Hold
1,668
– – 0.01% 216
2024
Q1 		$63.3K Sell
1,668
-860
-34% -$29.5K 0.01% 213
2023
Q4 		$85.1K Sell
2,528
-35
-1% -$1.02K 0.02% 185
2023
Q3 		$70.2K Buy
2,563
+218
+9% +$6.45K 0.02% 195
2023
Q2 		$67.3K Sell
2,345
-1,042
-31% -$29.7K 0.02% 197
2023
Q1 		$96.9K Sell
3,387
-910
-21% -$30K 0.03% 171
2022
Q4 		$142K Sell
4,297
-156
-4% -$5.37K 0.04% 122
2022
Q3 		$134K Hold
4,453
– – 0.04% 114
2022
Q2 		$139K Sell
4,453
-620
-12% -$22.3K 0.04% 120
2022
Q1 		$209K Sell
5,073
-95
-2% -$4.29K 0.06% 95
2021
Q4 		$230K Buy
5,168
+500
+11% +$22.8K 0.07% 93
2021
Q3 		$198K Buy
4,668
+2
+0% +$81 0.07% 100
2021
Q2 		$192K Buy
4,666
+2
+0% +$82 0.07% 101
2021
Q1 		$180K Sell
4,664
-307
-6% -$10.6K 0.07% 95
2020
Q4 		$151K Buy
4,971
+3
+0.1% +$80 0.06% 102
2020
Q3 		$120K Buy
+4,968
New +$124K 0.06% 103

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

TFC Financial Management's BAC Position: Q3 2026 in Review

TFC Financial Management held its Bank of America (BAC) position steady in Q3 2026 at 3,059 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #153.

TFC Financial Management first reported a position in BAC in Q3 2020 and has held it in 25 quarters since. The position peaked at $230K in Q4 2021. 2,172 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • TFC Financial Management held 3,059 shares of Bank of America worth $167K as of Q3 2026.
  • TFC Financial Management left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.02% of TFC Financial Management's portfolio in Q3 2026, its #153 holding.
  • TFC Financial Management first reported a position in Bank of America in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's Bank of America position peaked at $230K in Q4 2021.
  • 2,172 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.