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WoodTrust Financial’s Bank of America BAC Stock Holding History

WoodTrust 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 		$6.43M Sell
118,110
-964
-0.8% -$58.7K 0.78% 33
2026
Q2 		$6.79M Buy
119,074
+104,782
+733% +$5.57M 0.81% 32
2026
Q1 		$697K Hold
14,292
– – 0.09% 96
2025
Q4 		$786K Hold
14,292
– – 0.09% 102
2025
Q3 		$737K Sell
14,292
-113,510
-89% -$5.54M 0.09% 108
2025
Q2 		$32.7M Buy
127,802
+112,275
+723% +$4.72M 4.15% 2
2025
Q1 		$648K Sell
15,527
-1,156
-7% -$51.5K 0.09% 101
2024
Q4 		$733K Buy
16,683
+140
+0.8% +$6.16K 0.1% 95
2024
Q3 		$656K Sell
16,543
-7,411
-31% -$297K 0.09% 100
2024
Q2 		$953K Buy
23,954
+724
+3% +$27.7K 0.15% 89
2024
Q1 		$881K Buy
23,230
+15,096
+186% +$518K 0.14% 93
2023
Q4 		$274K Buy
8,134
+12
+0.1% +$349 0.05% 140
2023
Q3 		$222K Sell
8,122
-200
-2% -$5.92K 0.04% 142
2023
Q2 		$239K Hold
8,322
– – 0.04% 139
2023
Q1 		$238K Hold
8,322
– – 0.05% 136
2022
Q4 		$276K Sell
8,322
-763
-8% -$26.3K 0.06% 127
2022
Q3 		$274K Hold
9,085
– – 0.06% 125
2022
Q2 		$283K Buy
9,085
+1,800
+25% +$64.8K 0.06% 124
2022
Q1 		$300K Hold
7,285
– – 0.06% 123
2021
Q4 		$324K Hold
7,285
– – 0.07% 111
2021
Q3 		$309K Sell
7,285
-2,175
-23% -$87.6K 0.07% 107
2021
Q2 		$390K Buy
9,460
+2,175
+30% +$89.2K 0.1% 77
2021
Q1 		$282K Hold
7,285
– – 0.08% 74
2020
Q4 		$221K Buy
+7,285
New +$195K 0.07% 96

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

WoodTrust Financial's BAC Position: Q3 2026 in Review

WoodTrust Financial reduced its Bank of America (BAC) stake by 0.81% in Q3 2026, selling an estimated $58.7K and leaving 118,110 shares worth $6.43M. The position accounts for 0.78% of the portfolio, ranked #33.

WoodTrust Financial first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $32.7M in Q2 2025. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • WoodTrust Financial held 118,110 shares of Bank of America worth $6.43M as of Q3 2026.
  • WoodTrust Financial sold 964 Bank of America shares in Q3 2026, an estimated $58.7K.
  • Bank of America made up 0.78% of WoodTrust Financial's portfolio in Q3 2026, its #33 holding.
  • WoodTrust Financial first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • WoodTrust Financial's Bank of America position peaked at $32.7M in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.