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Weaver Consulting Group’s Bank of America BAC Stock Holding History

Weaver Consulting Group’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 		$423K Sell
7,778
-674
-8% -$41.1K 0.08% 195
2026
Q2 		$482K Buy
8,452
+91
+1% +$4.84K 0.1% 171
2026
Q1 		$408K Buy
8,361
+21
+0.3% +$1.08K 0.1% 166
2025
Q4 		$459K Buy
8,340
+311
+4% +$16.4K 0.11% 150
2025
Q3 		$414K Buy
8,029
+566
+8% +$27.6K 0.11% 152
2025
Q2 		$353K Buy
7,463
+23
+0.3% +$968 0.1% 160
2025
Q1 		$310K Buy
7,440
+400
+6% +$17.8K 0.09% 164
2024
Q4 		$309K Sell
7,040
-50
-0.7% -$2.2K 0.1% 157
2024
Q3 		$281K Sell
7,090
-133
-2% -$5.33K 0.09% 169
2024
Q2 		$287K Hold
7,223
– – 0.1% 154
2024
Q1 		$274K Hold
7,223
– – 0.1% 161
2023
Q4 		$243K Buy
+7,223
New +$210K 0.1% 165
2023
Q3 		– Sell
-7,554
Closed -$217K – 188
2023
Q2 		$217K Sell
7,554
-76
-1% -$2.17K 0.1% 165
2023
Q1 		$218K Hold
7,630
– – 0.1% 164
2022
Q4 		$253K Hold
7,630
– – 0.13% 146
2022
Q3 		$230K Buy
7,630
+76
+1% +$2.54K 0.13% 144
2022
Q2 		$235K Hold
7,554
– – 0.13% 141
2022
Q1 		$311K Sell
7,554
-216
-3% -$9.7K 0.15% 129
2021
Q4 		$346K Buy
7,770
+1,108
+17% +$50.5K 0.17% 114
2021
Q3 		$283K Hold
6,662
– – 0.15% 116
2021
Q2 		$275K Buy
6,662
+552
+9% +$22.6K 0.15% 116
2021
Q1 		$236K Buy
+6,110
New +$211K 0.14% 119
2020
Q4 		– Sell
-6,110
Closed -$147K – 200
2020
Q3 		$147K Hold
6,110
– – 0.08% 150
2020
Q2 		$145K Buy
6,110
+213
+4% +$5.03K 0.08% 153
2020
Q1 		$125K Sell
5,897
-751
-11% -$22.5K 0.08% 140
2019
Q4 		$194K Buy
6,648
+606
+10% +$19.6K 0.1% 114
2019
Q3 		$187K Buy
6,042
+2,408
+66% +$69.2K 0.1% 112
2019
Q2 		$105K Sell
3,634
-656
-15% -$18.9K 0.06% 147
2019
Q1 		$120K Buy
+4,290
New +$121K 0.03% 295

Other funds holding BAC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Weaver Consulting Group's BAC Position: Q3 2026 in Review

Weaver Consulting Group reduced its Bank of America (BAC) stake by 8% in Q3 2026, selling an estimated $41.1K and leaving 7,778 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #195.

Weaver Consulting Group first reported a position in BAC in Q1 2019 and has held it in 29 quarters since. The position peaked at $482K in Q2 2026. 815 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Weaver Consulting Group held 7,778 shares of Bank of America worth $423K as of Q3 2026.
  • Weaver Consulting Group sold 674 Bank of America shares in Q3 2026, an estimated $41.1K.
  • Bank of America made up 0.08% of Weaver Consulting Group's portfolio in Q3 2026, its #195 holding.
  • Weaver Consulting Group first reported a position in Bank of America in Q1 2019 and has held it in 29 quarters since.
  • Weaver Consulting Group's Bank of America position peaked at $482K in Q2 2026.
  • 815 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.