Towerpoint Wealth
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Towerpoint Wealth’s Bank of America BAC Stock Holding History

Towerpoint 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 		$230K Buy
4,231
+704
+20% +$42.9K 0.08% 104
2026
Q2 		$201K Buy
+3,527
New +$188K 0.07% 114

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Towerpoint Wealth's BAC Position: Q3 2026 in Review

Towerpoint Wealth increased its Bank of America (BAC) stake by 20% in Q3 2026, buying an estimated $42.9K and bringing the position to 4,231 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #104.

Towerpoint Wealth first reported a position in BAC in Q2 2026 and has held it in 2 quarters since. 1,503 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Towerpoint Wealth held 4,231 shares of Bank of America worth $230K as of Q3 2026.
  • Towerpoint Wealth bought 704 Bank of America shares in Q3 2026, an estimated $42.9K.
  • Bank of America made up 0.08% of Towerpoint Wealth's portfolio in Q3 2026, its #104 holding.
  • Towerpoint Wealth first reported a position in Bank of America in Q2 2026 and has held it in 2 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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