Third View Private Wealth
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Third View Private Wealth’s Bank of America BAC Stock Holding History

Third View Private 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 		$1.61M Buy
29,664
+1,424
+5% +$86.8K 0.19% 101
2026
Q2 		$1.61M Buy
28,240
+1,354
+5% +$72K 0.2% 97
2026
Q1 		$1.31M Buy
26,886
+1,659
+7% +$85.6K 0.18% 107
2025
Q4 		$1.39M Buy
+25,227
New +$1.33M 0.19% 104

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

Third View Private Wealth's BAC Position: Q3 2026 in Review

Third View Private Wealth increased its Bank of America (BAC) stake by 5% in Q3 2026, buying an estimated $86.8K and bringing the position to 29,664 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #101.

Third View Private Wealth first reported a position in BAC in Q4 2025 and has held it in 4 quarters since. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Third View Private Wealth held 29,664 shares of Bank of America worth $1.61M as of Q3 2026.
  • Third View Private Wealth bought 1,424 Bank of America shares in Q3 2026, an estimated $86.8K.
  • Bank of America made up 0.19% of Third View Private Wealth's portfolio in Q3 2026, its #101 holding.
  • Third View Private Wealth first reported a position in Bank of America in Q4 2025 and has held it in 4 quarters since.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.