WealthBridge Capital Management
BAC icon

WealthBridge Capital Management’s Bank of America BAC Stock Holding History

WealthBridge Capital 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 		$441K Buy
8,105
+196
+2% +$11.9K 0.09% 160
2026
Q2 		$451K Buy
7,909
+10
+0.1% +$532 0.09% 153
2026
Q1 		$385K Buy
7,899
+12
+0.2% +$619 0.09% 153
2025
Q4 		$434K Buy
7,887
+10
+0.1% +$529 0.1% 136
2025
Q3 		$406K Buy
7,877
+11
+0.1% +$537 0.1% 144
2025
Q2 		$372K Buy
7,866
+11
+0.1% +$463 0.09% 147
2025
Q1 		$328K Sell
7,855
-383
-5% -$17.1K 0.09% 145
2024
Q4 		$362K Buy
8,238
+114
+1% +$5.02K 0.1% 131
2024
Q3 		$322K Buy
8,124
+1,515
+23% +$60.7K 0.09% 148
2024
Q2 		$263K Buy
6,609
+28
+0.4% +$1.07K 0.09% 149
2024
Q1 		$250K Buy
6,581
+16
+0.2% +$549 0.08% 154
2023
Q4 		$221K Buy
+6,565
New +$191K 0.08% 159
2023
Q3 		– Sell
-7,800
Closed -$224K – 179
2023
Q2 		$224K Buy
7,800
+200
+3% +$5.71K 0.09% 165
2023
Q1 		$217K Buy
7,600
+700
+10% +$23.1K 0.09% 177
2022
Q4 		$229K Hold
6,900
– – 0.1% 175
2022
Q3 		$215K Hold
6,900
– – 0.09% 180
2022
Q2 		$215K Sell
6,900
-100
-1% -$3.6K 0.09% 180
2022
Q1 		$289K Buy
+7,000
New +$316K 0.11% 139
2019
Q2 		– Sell
-5,689
Closed -$169K – 173
2019
Q1 		$169K Buy
5,689
+118
+2% +$3.34K 0.11% 122
2018
Q4 		$137K Buy
+5,571
New +$151K 0.1% 134

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WealthBridge Capital Management's BAC Position: Q3 2026 in Review

WealthBridge Capital Management increased its Bank of America (BAC) stake by 2.5% in Q3 2026, buying an estimated $11.9K and bringing the position to 8,105 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #160.

WealthBridge Capital Management first reported a position in BAC in Q4 2018 and has held it in 20 quarters since. The position peaked at $451K in Q2 2026. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • WealthBridge Capital Management held 8,105 shares of Bank of America worth $441K as of Q3 2026.
  • WealthBridge Capital Management bought 196 Bank of America shares in Q3 2026, an estimated $11.9K.
  • Bank of America made up 0.09% of WealthBridge Capital Management's portfolio in Q3 2026, its #160 holding.
  • WealthBridge Capital Management first reported a position in Bank of America in Q4 2018 and has held it in 20 quarters since.
  • WealthBridge Capital Management's Bank of America position peaked at $451K in Q2 2026.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.