W Advisors LLC
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W Advisors LLC’s Bank of America BAC Stock Holding History

W Advisors LLC’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 		$406K Buy
7,460
+175
+2% +$10.7K 0.18% 103
2026
Q2 		$415K Buy
7,285
+132
+2% +$7.02K 0.19% 103
2026
Q1 		$349K Buy
7,153
+159
+2% +$8.2K 0.18% 101
2025
Q4 		$385K Buy
6,994
+47
+0.7% +$2.48K 0.19% 91
2025
Q3 		$358K Buy
6,947
+224
+3% +$10.9K 0.19% 100
2025
Q2 		$318K Sell
6,723
-336
-5% -$14.1K 0.18% 97
2025
Q1 		$295K Buy
7,059
+155
+2% +$6.91K 0.18% 99
2024
Q4 		$303K Buy
6,904
+138
+2% +$6.07K 0.19% 94
2024
Q3 		$268K Buy
6,766
+279
+4% +$11.2K 0.17% 101
2024
Q2 		$258K Buy
6,487
+58
+0.9% +$2.22K 0.17% 100
2024
Q1 		$244K Buy
6,429
+49
+0.8% +$1.68K 0.17% 101
2023
Q4 		$215K Buy
+6,380
New +$186K 0.16% 104
2022
Q2 		– Sell
-5,923
Closed -$244K – 105
2022
Q1 		$244K Buy
5,923
+1,407
+31% +$63.5K 0.18% 92
2021
Q4 		$202K Buy
+4,516
New +$206K 0.15% 102

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

W Advisors LLC's BAC Position: Q3 2026 in Review

W Advisors LLC increased its Bank of America (BAC) stake by 2.4% in Q3 2026, buying an estimated $10.7K and bringing the position to 7,460 shares worth $406K. The position accounts for 0.18% of the portfolio, ranked #103.

W Advisors LLC first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. The position peaked at $415K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • W Advisors LLC held 7,460 shares of Bank of America worth $406K as of Q3 2026.
  • W Advisors LLC bought 175 Bank of America shares in Q3 2026, an estimated $10.7K.
  • Bank of America made up 0.18% of W Advisors LLC's portfolio in Q3 2026, its #103 holding.
  • W Advisors LLC first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
  • W Advisors LLC's Bank of America position peaked at $415K in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.