Waypoint Wealth Counsel’s Bank of America BAC Stock Holding History

Waypoint Wealth Counsel’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	$276K	Buy	5,078 +921	+22%	+$56.1K	0.16%	112
2026 Q2	$237K	Sell	4,157 -3,323	-44%	-$177K	0.15%	120
2026 Q1	$365K	Sell	7,480 -2,122	-22%	-$110K	0.19%	111
2025 Q4	$528K	Buy	9,602 +866	+10%	+$45.8K	0.19%	100
2025 Q3	$451K	Buy	8,736 +1,104	+14%	+$53.9K	0.18%	108
2025 Q2	$361K	Sell	7,632 -143	-2%	-$6.02K	0.18%	88
2025 Q1	$324K	Buy	7,775 +359	+5%	+$16K	0.2%	70
2024 Q4	$326K	Buy	7,416 +747	+11%	+$32.9K	0.21%	64
2024 Q3	$265K	Buy	6,669 +993	+17%	+$39.8K	0.18%	82
2024 Q2	$226K	Buy	5,676 +55	+1%	+$2.11K	0.17%	78
2024 Q1	$213K	Buy	+5,621	New	+$193K	0.16%	88
2023 Q3	–	Sell	-7,376	Closed	-$212K	–	92
2023 Q2	$212K	Sell	7,376 -27,349	-79%	-$780K	0.19%	81
2023 Q1	$993K	Buy	34,725 +841	+2%	+$27.8K	0.77%	30
2022 Q4	$1.12M	Buy	+33,884	New	+$1.17M	0.9%	28

Other funds holding BAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 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

Waypoint Wealth Counsel's BAC Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Bank of America (BAC) stake by 22% in Q3 2026, buying an estimated $56.1K and bringing the position to 5,078 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #112.

Waypoint Wealth Counsel first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2022. 2,725 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Waypoint Wealth Counsel held 5,078 shares of Bank of America worth $276K as of Q3 2026.
Waypoint Wealth Counsel bought 921 Bank of America shares in Q3 2026, an estimated $56.1K.
Bank of America made up 0.16% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #112 holding.
Waypoint Wealth Counsel first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's Bank of America position peaked at $1.12M in Q4 2022.
2,725 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.