True Wealth Design
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True Wealth Design’s Bank of America BAC Stock Holding History

True Wealth Design’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 		$207K Buy
3,803
+382
+11% +$23.3K 0.05% 123
2026
Q2 		$195K Buy
3,421
+395
+13% +$21K 0.05% 121
2026
Q1 		$148K Buy
3,026
+1,450
+92% +$74.8K 0.04% 131
2025
Q4 		$86.7K Buy
1,576
+70
+5% +$3.7K 0.03% 207
2025
Q3 		$77.7K Buy
1,506
+915
+155% +$44.6K 0.02% 219
2025
Q2 		$28K Sell
591
-2,288
-79% -$96.3K 0.01% 313
2025
Q1 		$120K Buy
2,879
+295
+11% +$13.1K 0.05% 69
2024
Q4 		$114K Buy
2,584
+117
+5% +$5.15K 0.04% 64
2024
Q3 		$97.9K Buy
2,467
+2,167
+722% +$86.8K 0.04% 61
2024
Q2 		$11.9K Buy
+300
New +$11.5K ﹤0.01% 236
2023
Q2 		– Sell
-44
Closed -$1.26K – 792
2023
Q1 		$1.26K Buy
+44
New +$1.45K ﹤0.01% 380

Other funds holding BAC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

True Wealth Design's BAC Position: Q3 2026 in Review

True Wealth Design increased its Bank of America (BAC) stake by 11% in Q3 2026, buying an estimated $23.3K and bringing the position to 3,803 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #123.

True Wealth Design first reported a position in BAC in Q1 2023 and has held it in 11 quarters since. 920 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • True Wealth Design held 3,803 shares of Bank of America worth $207K as of Q3 2026.
  • True Wealth Design bought 382 Bank of America shares in Q3 2026, an estimated $23.3K.
  • Bank of America made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #123 holding.
  • True Wealth Design first reported a position in Bank of America in Q1 2023 and has held it in 11 quarters since.
  • 920 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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