United Advisor Group’s Bank of America BAC Stock Holding History

United Advisor Group’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	$1.12M	Buy	20,506 +1,102	+6%	+$67.1K	0.11%	206
2026 Q2	$1.11M	Sell	19,404 -9,672	-33%	-$514K	0.12%	199
2026 Q1	$1.42M	Sell	29,076 -62	-0.2%	-$3.2K	0.17%	144
2025 Q4	$1.6M	Sell	29,138 -1,046	-3%	-$55.3K	0.2%	119
2025 Q3	$1.56M	Buy	30,184 +4,787	+19%	+$234K	0.21%	111
2025 Q2	$1.2M	Buy	25,397 +6,851	+37%	+$288K	0.21%	117
2025 Q1	$774K	Buy	18,546 +426	+2%	+$19K	0.16%	140
2024 Q4	$796K	Sell	18,120 -1,561	-8%	-$68.7K	0.16%	148
2024 Q3	$781K	Buy	19,681 +9,631	+96%	+$386K	0.18%	127
2024 Q2	$400K	Sell	10,050 -812	-7%	-$31.1K	0.12%	164
2024 Q1	$412K	Buy	+10,862	New	+$373K	0.15%	137

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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

United Advisor Group's BAC Position: Q3 2026 in Review

United Advisor Group increased its Bank of America (BAC) stake by 5.7% in Q3 2026, buying an estimated $67.1K and bringing the position to 20,506 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #206.

United Advisor Group first reported a position in BAC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.6M in Q4 2025. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

United Advisor Group held 20,506 shares of Bank of America worth $1.12M as of Q3 2026.
United Advisor Group bought 1,102 Bank of America shares in Q3 2026, an estimated $67.1K.
Bank of America made up 0.11% of United Advisor Group's portfolio in Q3 2026, its #206 holding.
United Advisor Group first reported a position in Bank of America in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Bank of America position peaked at $1.6M in Q4 2025.
2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.