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

Udine 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 		$12.5M Sell
230,285
-1,750
-0.8% -$107K 4.95% 5
2026
Q2 		$13.2M Buy
232,035
+3,587
+2% +$191K 5.44% 5
2026
Q1 		$11.1M Buy
228,448
+4,698
+2% +$242K 5.44% 6
2025
Q4 		$12.3M Buy
223,750
+3,245
+1% +$172K 5.82% 5
2025
Q3 		$11.4M Buy
220,505
+2,356
+1% +$115K 5.46% 6
2025
Q2 		$10.3M Buy
218,149
+316
+0.1% +$13.3K 5.45% 7
2025
Q1 		$9.09M Buy
217,833
+13,286
+6% +$592K 6.08% 6
2024
Q4 		$8.99M Sell
204,547
-3,291
-2% -$145K 5.77% 6
2024
Q3 		$8.25M Buy
207,838
+2,102
+1% +$84.2K 5.82% 6
2024
Q2 		$8.18M Buy
205,736
+3,854
+2% +$148K 5.7% 7
2024
Q1 		$7.66M Buy
201,882
+466
+0.2% +$16K 5.28% 7
2023
Q4 		$6.78M Sell
201,416
-3,610
-2% -$105K 5.4% 6
2023
Q3 		$5.61M Buy
205,026
+43,015
+27% +$1.27M 5.43% 7
2023
Q2 		$4.65M Buy
162,011
+40,734
+34% +$1.16M 4.42% 7
2023
Q1 		$3.47M Buy
121,277
+6,806
+6% +$225K 5.35% 6
2022
Q4 		$3.79M Sell
114,471
-625
-0.5% -$21.5K 4.66% 6
2022
Q3 		$3.48M Buy
115,096
+12,067
+12% +$403K 5.49% 5
2022
Q2 		$3.21M Buy
103,029
+51,318
+99% +$1.85M 5.81% 6
2022
Q1 		$2.13M Buy
51,711
+11,017
+27% +$497K 2.32% 12
2021
Q4 		$1.81M Buy
+40,694
New +$1.85M 1.87% 13

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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

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

Udine Wealth Management reduced its Bank of America (BAC) stake by 0.75% in Q3 2026, selling an estimated $107K and leaving 230,285 shares worth $12.5M. The position accounts for 4.95% of the portfolio, ranked #5.

Udine Wealth Management first reported a position in BAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.2M in Q2 2026. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Udine Wealth Management held 230,285 shares of Bank of America worth $12.5M as of Q3 2026.
  • Udine Wealth Management sold 1,750 Bank of America shares in Q3 2026, an estimated $107K.
  • Bank of America made up 4.95% of Udine Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Udine Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 20 quarters since.
  • Udine Wealth Management's Bank of America position peaked at $13.2M in Q2 2026.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.