Whelan Financial
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Whelan Financial’s Bank of America BAC Stock Holding History

Whelan Financial’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 		$1.69M Buy
30,984
+2,164
+8% +$132K 0.44% 29
2026
Q2 		$1.64M Buy
28,820
+1,763
+7% +$93.8K 0.45% 26
2026
Q1 		$1.32M Buy
27,057
+2,286
+9% +$118K 0.41% 28
2025
Q4 		$1.36M Buy
24,771
+3,372
+16% +$178K 0.43% 29
2025
Q3 		$1.1M Buy
21,399
+6,005
+39% +$293K 0.35% 34
2025
Q2 		$728K Buy
15,394
+4,007
+35% +$169K 0.26% 31
2025
Q1 		$475K Buy
11,387
+6,748
+145% +$301K 0.18% 35
2024
Q4 		$204K Buy
+4,639
New +$204K 0.08% 58

Other funds holding BAC

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Whelan Financial's BAC Position: Q3 2026 in Review

Whelan Financial increased its Bank of America (BAC) stake by 7.5% in Q3 2026, buying an estimated $132K and bringing the position to 30,984 shares worth $1.69M. The position accounts for 0.44% of the portfolio, ranked #29.

Whelan Financial first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. 2,207 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Whelan Financial held 30,984 shares of Bank of America worth $1.69M as of Q3 2026.
  • Whelan Financial bought 2,164 Bank of America shares in Q3 2026, an estimated $132K.
  • Bank of America made up 0.44% of Whelan Financial's portfolio in Q3 2026, its #29 holding.
  • Whelan Financial first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.