West Wealth Group’s Bank of America BAC Stock Holding History

West Wealth 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	$554K	Buy	33,296 +23,386	+236%	+$1.42M	0.09%	75
2026 Q2	$565K	Buy	9,910 +602	+6%	+$32K	0.09%	79
2026 Q1	$454K	Buy	9,308 +2,223	+31%	+$115K	0.09%	83
2025 Q4	$390K	Buy	7,085 +281	+4%	+$14.9K	0.08%	79
2025 Q3	$356K	Sell	6,804 -1,040	-13%	-$50.7K	0.08%	80
2025 Q2	$356K	Buy	7,844 +1,333	+20%	+$56.1K	0.09%	75
2025 Q1	$270K	Sell	6,511 -658	-9%	-$29.3K	0.08%	82
2024 Q4	$315K	Buy	7,169 +652	+10%	+$28.7K	0.09%	67
2024 Q3	$259K	Sell	6,517 -67	-1%	-$2.68K	0.08%	73
2024 Q2	$262K	Buy	6,584 +140	+2%	+$5.36K	0.09%	68
2024 Q1	$244K	Buy	6,444 +34	+0.5%	+$1.17K	0.09%	73
2023 Q4	$216K	Buy	+6,410	New	+$187K	0.09%	77
2022 Q1	–	Sell	-4,691	Closed	-$208K	–	64
2021 Q4	$208K	Buy	+4,691	New	+$214K	0.08%	60

Other funds holding BAC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

West Wealth Group's BAC Position: Q3 2026 in Review

West Wealth Group increased its Bank of America (BAC) stake by 236% in Q3 2026, buying an estimated $1.42M and bringing the position to 33,296 shares worth $554K. The position accounts for 0.09% of the portfolio, ranked #75.

West Wealth Group first reported a position in BAC in Q4 2021 and has held it in 13 quarters since. The position peaked at $565K in Q2 2026. 916 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

West Wealth Group held 33,296 shares of Bank of America worth $554K as of Q3 2026.
West Wealth Group bought 23,386 Bank of America shares in Q3 2026, an estimated $1.42M.
Bank of America made up 0.09% of West Wealth Group's portfolio in Q3 2026, its #75 holding.
West Wealth Group first reported a position in Bank of America in Q4 2021 and has held it in 13 quarters since.
West Wealth Group's Bank of America position peaked at $565K in Q2 2026.
916 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.