Verity Asset Management’s Bank of America BAC Stock Holding History

Verity Asset 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	–	Sell	-3,773	Closed	-$215K	–	221
2026 Q2	$215K	Buy	+3,773	New	+$201K	0.08%	216
2026 Q1	–	Sell	-3,764	Closed	-$207K	–	218
2025 Q4	$207K	Buy	+3,764	New	+$199K	0.09%	224
2022 Q1	$204K	Buy	4,932 +415	+9%	+$18.7K	0.13%	195
2021 Q4	$201K	Buy	+4,517	New	+$206K	0.12%	190
2016 Q3	–	Sell	-50,576	Closed	-$671K	–	114
2016 Q2	$671K	Buy	+50,576	New	+$710K	0.66%	39

Other funds holding BAC

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Verity Asset Management's BAC Position: Q3 2026 in Review

Verity Asset Management sold out of Bank of America (BAC) in Q3 2026, closing a stake of 3,773 shares — an estimated $215K sold.

Verity Asset Management first reported a position in BAC in Q2 2016 and held it in 5 quarters. The position peaked at $671K in Q2 2016. 1,804 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Verity Asset Management reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
Verity Asset Management sold 3,773 Bank of America shares in Q3 2026, an estimated $215K.
Verity Asset Management first reported a position in Bank of America in Q2 2016 and held it in 5 quarters.
Verity Asset Management's Bank of America position peaked at $671K in Q2 2016.
1,804 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Verity Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.