Thrive Wealth Management
BAC icon

Thrive Wealth Management’s Bank of America BAC Stock Holding History

Thrive Wealth 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 		$656K Buy
12,045
+308
+3% +$18.8K 0.08% 113
2026
Q2 		$669K Sell
11,737
-423
-3% -$22.5K 0.09% 111
2026
Q1 		$593K Buy
12,160
+282
+2% +$14.6K 0.09% 108
2025
Q4 		$653K Sell
11,878
-131
-1% -$6.92K 0.1% 107
2025
Q3 		$620K Sell
12,009
-95
-0.8% -$4.64K 0.09% 114
2025
Q2 		$573K Buy
12,104
+351
+3% +$14.8K 0.09% 112
2025
Q1 		$490K Sell
11,753
-871
-7% -$38.8K 0.09% 115
2024
Q4 		$555K Sell
12,624
-207
-2% -$9.11K 0.1% 108
2024
Q3 		$509K Buy
12,831
+1,230
+11% +$49.3K 0.09% 113
2024
Q2 		$461K Buy
11,601
+286
+3% +$11K 0.09% 115
2024
Q1 		$429K Buy
11,315
+1,036
+10% +$35.6K 0.09% 120
2023
Q4 		$346K Buy
10,279
+830
+9% +$24.2K 0.08% 129
2023
Q3 		$259K Buy
9,449
+471
+5% +$13.9K 0.07% 141
2023
Q2 		$258K Sell
8,978
-2,774
-24% -$79.2K 0.07% 149
2023
Q1 		$336K Buy
11,752
+1,114
+10% +$36.8K 0.09% 127
2022
Q4 		$352K Buy
10,638
+240
+2% +$8.27K 0.1% 118
2022
Q3 		$314K Buy
10,398
+1,518
+17% +$50.7K 0.11% 114
2022
Q2 		$276K Buy
8,880
+1,992
+29% +$71.7K 0.1% 126
2022
Q1 		$284K Buy
6,888
+791
+13% +$35.7K 0.08% 128
2021
Q4 		$271K Buy
+6,097
New +$278K 0.09% 124

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

Thrive Wealth Management's BAC Position: Q3 2026 in Review

Thrive Wealth Management increased its Bank of America (BAC) stake by 2.6% in Q3 2026, buying an estimated $18.8K and bringing the position to 12,045 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #113.

Thrive Wealth Management first reported a position in BAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $669K in Q2 2026. 757 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Thrive Wealth Management held 12,045 shares of Bank of America worth $656K as of Q3 2026.
  • Thrive Wealth Management bought 308 Bank of America shares in Q3 2026, an estimated $18.8K.
  • Bank of America made up 0.08% of Thrive Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Thrive Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Bank of America position peaked at $669K in Q2 2026.
  • 757 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.