William B. Walkup & Associates’s Bank of America BAC Stock Holding History

William B. Walkup & Associates’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	$819K	Hold	15,044	–	–	0.37%	55
2026 Q2	$857K	Buy	15,044 +1,216	+9%	+$64.7K	0.41%	53
2026 Q1	$577K	Sell	13,828 -487	-3%	-$25.1K	0.34%	59
2025 Q4	$787K	Buy	14,315 +295	+2%	+$15.6K	0.43%	52
2025 Q3	$723K	Buy	14,020 +192	+1%	+$9.37K	0.39%	53
2025 Q2	$654K	Hold	13,828	–	–	0.39%	55
2025 Q1	$577K	Hold	13,828	–	–	0.35%	58
2024 Q4	$608K	Sell	13,828 -150	-1%	-$6.6K	0.38%	59
2024 Q3	$555K	Sell	13,978 -1,700	-11%	-$68.1K	0.34%	63
2024 Q2	$624K	Buy	+15,678	New	+$601K	0.41%	57

Other funds holding BAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William B. Walkup & Associates's BAC Position: Q3 2026 in Review

William B. Walkup & Associates held its Bank of America (BAC) position steady in Q3 2026 at 15,044 shares worth $819K. The position accounts for 0.37% of the portfolio, ranked #55.

William B. Walkup & Associates first reported a position in BAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $857K in Q2 2026. 2,548 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

William B. Walkup & Associates held 15,044 shares of Bank of America worth $819K as of Q3 2026.
William B. Walkup & Associates left its Bank of America share count unchanged in Q3 2026.
Bank of America made up 0.37% of William B. Walkup & Associates's portfolio in Q3 2026, its #55 holding.
William B. Walkup & Associates first reported a position in Bank of America in Q2 2024 and has held it in 10 quarters since.
William B. Walkup & Associates's Bank of America position peaked at $857K in Q2 2026.
2,548 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.