Vest Financial
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Vest Financial’s Bank of America BAC Stock Holding History

Vest Financial’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 		$79.2M Buy
1,454,930
+115,865
+9% +$7.06M 0.83% 23
2026
Q2 		$76.3M Buy
1,339,065
+376,775
+39% +$20M 0.8% 23
2026
Q1 		$46.9M Buy
962,290
+347,620
+57% +$17.9M 0.56% 92
2025
Q4 		$33.8M Buy
614,670
+283,565
+86% +$15M 0.43% 113
2025
Q3 		$17.1M Buy
331,105
+255,003
+335% +$12.4M 0.22% 125
2025
Q2 		$3.6M Sell
76,102
-198,301
-72% -$8.34M 0.05% 213
2025
Q1 		$11.5M Sell
274,403
-496,478
-64% -$22.1M 0.18% 125
2024
Q4 		$33.9M Buy
770,881
+75,157
+11% +$3.31M 0.6% 94
2024
Q3 		$27.6M Buy
695,724
+133,475
+24% +$5.35M 0.53% 102
2024
Q2 		$22.4M Buy
562,249
+57,426
+11% +$2.2M 0.54% 97
2024
Q1 		$19.1M Buy
504,823
+122,776
+32% +$4.21M 0.51% 87
2023
Q4 		$12.9M Buy
382,047
+63,192
+20% +$1.84M 0.48% 100
2023
Q3 		$8.73M Buy
318,855
+139,924
+78% +$4.14M 0.48% 101
2023
Q2 		$5.14M Buy
178,931
+130,414
+269% +$3.72M 0.48% 101
2023
Q1 		$1.39M Buy
48,517
+36,549
+305% +$1.21M 0.19% 100
2022
Q4 		$396K Buy
+11,968
New +$412K 0.06% 69

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Vest Financial's BAC Position: Q3 2026 in Review

Vest Financial increased its Bank of America (BAC) stake by 8.7% in Q3 2026, buying an estimated $7.06M and bringing the position to 1,454,930 shares worth $79.2M. The position accounts for 0.83% of the portfolio, ranked #23.

Vest Financial first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. 2,293 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Vest Financial held 1,454,930 shares of Bank of America worth $79.2M as of Q3 2026.
  • Vest Financial bought 115,865 Bank of America shares in Q3 2026, an estimated $7.06M.
  • Bank of America made up 0.83% of Vest Financial's portfolio in Q3 2026, its #23 holding.
  • Vest Financial first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • 2,293 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.