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TrueWealth Advisors’s Bank of America BAC Stock Holding History

TrueWealth Advisors’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 		$924K Buy
16,979
+204
+1% +$12.4K 0.21% 94
2026
Q2 		$956K Buy
16,775
+4,202
+33% +$223K 0.22% 94
2026
Q1 		$613K Buy
12,573
+2,542
+25% +$131K 0.15% 123
2025
Q4 		$552K Buy
10,031
+1,098
+12% +$58K 0.14% 123
2025
Q3 		$461K Sell
8,933
-66
-0.7% -$3.22K 0.12% 141
2025
Q2 		$426K Sell
8,999
-7
-0.1% -$294 0.13% 141
2025
Q1 		$376K Buy
9,006
+290
+3% +$12.9K 0.12% 136
2024
Q4 		$383K Sell
8,716
-821
-9% -$36.1K 0.13% 146
2024
Q3 		$378K Buy
9,537
+229
+2% +$9.18K 0.13% 149
2024
Q2 		$370K Buy
9,308
+1,223
+15% +$46.9K 0.14% 122
2024
Q1 		$307K Sell
8,085
-1,044
-11% -$35.8K 0.12% 144
2023
Q4 		$307K Sell
9,129
-115
-1% -$3.35K 0.12% 140
2023
Q3 		$253K Sell
9,244
-193
-2% -$5.71K 0.11% 154
2023
Q2 		$271K Sell
9,437
-826
-8% -$23.6K 0.11% 148
2023
Q1 		$294K Sell
10,263
-4,122
-29% -$136K 0.12% 139
2022
Q4 		$476K Buy
14,385
+15
+0.1% +$517 0.21% 85
2022
Q3 		$434K Buy
14,370
+12
+0.1% +$401 0.21% 83
2022
Q2 		$447K Buy
14,358
+597
+4% +$21.5K 0.21% 90
2022
Q1 		$612K Hold
13,761
– – 0.27% 77
2021
Q4 		$612K Sell
13,761
-228
-2% -$10.4K 0.27% 77
2021
Q3 		$594K Buy
13,989
+258
+2% +$10.4K 0.33% 64
2021
Q2 		$566K Hold
13,731
– – 0.33% 60
2021
Q1 		$523K Sell
13,731
-122
-0.9% -$4.21K 0.34% 62
2020
Q4 		$458K Buy
+13,853
New +$371K 0.39% 50

Other funds holding BAC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

TrueWealth Advisors's BAC Position: Q3 2026 in Review

TrueWealth Advisors increased its Bank of America (BAC) stake by 1.2% in Q3 2026, buying an estimated $12.4K and bringing the position to 16,979 shares worth $924K. The position accounts for 0.21% of the portfolio, ranked #94.

TrueWealth Advisors first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $956K in Q2 2026. 2,796 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • TrueWealth Advisors held 16,979 shares of Bank of America worth $924K as of Q3 2026.
  • TrueWealth Advisors bought 204 Bank of America shares in Q3 2026, an estimated $12.4K.
  • Bank of America made up 0.21% of TrueWealth Advisors's portfolio in Q3 2026, its #94 holding.
  • TrueWealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Bank of America position peaked at $956K in Q2 2026.
  • 2,796 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.