Traveka Wealth’s Bank of America BAC Stock Holding History

Traveka 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	$482K	Buy	8,854 +202	+2%	+$12.3K	0.15%	100
2026 Q2	$493K	Sell	8,652 -31	-0.4%	-$1.65K	0.16%	98
2026 Q1	$423K	Buy	8,683 +14	+0.2%	+$722	0.16%	96
2025 Q4	$477K	Buy	8,669 +150	+2%	+$7.93K	0.19%	92
2025 Q3	$440K	Buy	8,519 +115	+1%	+$5.61K	0.2%	87
2025 Q2	$398K	Sell	8,404 -3,851	-31%	-$162K	0.21%	77
2025 Q1	$511K	Buy	12,255 +3,570	+41%	+$159K	0.29%	63
2024 Q4	$382K	Buy	8,685 +226	+3%	+$9.9K	0.21%	80
2024 Q3	$336K	Buy	8,459 +711	+9%	+$28.5K	0.17%	85
2024 Q2	$308K	Buy	7,748 +225	+3%	+$8.62K	0.15%	82
2024 Q1	$285K	Buy	7,523 +317	+4%	+$10.9K	0.13%	83
2023 Q4	$243K	Buy	+7,206	New	+$210K	0.12%	104

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Traveka Wealth's BAC Position: Q3 2026 in Review

Traveka Wealth increased its Bank of America (BAC) stake by 2.3% in Q3 2026, buying an estimated $12.3K and bringing the position to 8,854 shares worth $482K. The position accounts for 0.15% of the portfolio, ranked #100.

Traveka Wealth first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $511K in Q1 2025. 2,186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Traveka Wealth held 8,854 shares of Bank of America worth $482K as of Q3 2026.
Traveka Wealth bought 202 Bank of America shares in Q3 2026, an estimated $12.3K.
Bank of America made up 0.15% of Traveka Wealth's portfolio in Q3 2026, its #100 holding.
Traveka Wealth first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Traveka Wealth's Bank of America position peaked at $511K in Q1 2025.
2,186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.