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Wedmont Private Capital’s Bank of America BAC Stock Holding History

Wedmont Private Capital’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 		$4.49M Buy
83,818
+7,432
+10% +$453K 0.11% 113
2026
Q2 		$4.56M Buy
76,386
+4,368
+6% +$232K 0.13% 95
2026
Q1 		$3.74M Sell
72,018
-1,989
-3% -$103K 0.12% 99
2025
Q4 		$4.12M Buy
74,007
+2,252
+3% +$119K 0.14% 84
2025
Q3 		$3.61M Buy
71,755
+5,369
+8% +$262K 0.13% 93
2025
Q2 		$3.11M Buy
66,386
+1,419
+2% +$59.7K 0.13% 93
2025
Q1 		$2.34M Sell
64,967
-1,265
-2% -$56.4K 0.12% 97
2024
Q4 		$2.99M Buy
66,232
+7,708
+13% +$339K 0.16% 77
2024
Q3 		$2.34M Sell
58,524
-621
-1% -$24.9K 0.13% 91
2024
Q2 		$2.46M Buy
59,145
+6,053
+11% +$232K 0.15% 83
2024
Q1 		$2M Buy
53,092
+3,527
+7% +$121K 0.15% 92
2023
Q4 		$1.69M Buy
49,565
+794
+2% +$23.1K 0.14% 96
2023
Q3 		$1.28M Buy
48,771
+3,810
+8% +$113K 0.13% 100
2023
Q2 		$1.31M Buy
44,961
+6,848
+18% +$195K 0.14% 95
2023
Q1 		$1.06M Buy
38,113
+7,449
+24% +$246K 0.14% 100
2022
Q4 		$1.06M Sell
30,664
-4,376
-12% -$151K 0.16% 96
2022
Q3 		$1.06M Buy
35,040
+7,296
+26% +$244K 0.21% 75
2022
Q2 		$864K Buy
27,744
+2,821
+11% +$102K 0.19% 83
2022
Q1 		$1.02M Buy
24,923
+4,843
+24% +$219K 0.23% 75
2021
Q4 		$979K Buy
+20,080
New +$915K 0.3% 62

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's BAC Position: Q3 2026 in Review

Wedmont Private Capital increased its Bank of America (BAC) stake by 9.7% in Q3 2026, buying an estimated $453K and bringing the position to 83,818 shares worth $4.49M. The position accounts for 0.11% of the portfolio, ranked #113.

Wedmont Private Capital first reported a position in BAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.56M in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Wedmont Private Capital held 83,818 shares of Bank of America worth $4.49M as of Q3 2026.
  • Wedmont Private Capital bought 7,432 Bank of America shares in Q3 2026, an estimated $453K.
  • Bank of America made up 0.11% of Wedmont Private Capital's portfolio in Q3 2026, its #113 holding.
  • Wedmont Private Capital first reported a position in Bank of America in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Bank of America position peaked at $4.56M in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.