World Equity Group
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World Equity Group’s Bank of America BAC Stock Holding History

World Equity 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 		$3.12M Sell
57,182
-2,202
-4% -$134K 1.29% 12
2026
Q2 		$3.38M Sell
59,384
-480
-0.8% -$25.5K 0.76% 26
2026
Q1 		$2.92M Sell
59,864
-13,784
-19% -$711K 0.76% 30
2025
Q4 		$4.05M Buy
73,648
+460
+0.6% +$24.3K 1.13% 17
2025
Q3 		$3.78M Buy
73,188
+13,119
+22% +$640K 0.86% 22
2025
Q2 		$2.84M Buy
60,069
+59
+0.1% +$2.48K 0.78% 28
2025
Q1 		$2.47M Buy
60,010
+859
+1% +$38.3K 0.71% 32
2024
Q4 		$2.6M Buy
59,151
+240
+0.4% +$10.6K 0.56% 43
2024
Q3 		$2.34M Sell
58,911
-30,676
-34% -$1.23M 0.84% 27
2024
Q2 		$3.56M Sell
89,587
-109,483
-55% -$4.2M 1.06% 21
2024
Q1 		$7.55M Sell
199,070
-6,832
-3% -$235K 1.55% 10
2023
Q4 		$6.76M Buy
205,902
+2,682
+1% +$78.1K 1.36% 10
2023
Q3 		$5.56M Buy
203,220
+104,034
+105% +$3.08M 1.16% 11
2023
Q2 		$2.85M Buy
99,186
+93,883
+1,770% +$2.68M 0.84% 20
2023
Q1 		$1.06M Sell
5,303
-74,288
-93% -$2.45M 0.16% 156
2022
Q4 		$2.64M Buy
79,591
+378
+0.5% +$13K 0.63% 45
2022
Q3 		$2.39M Buy
79,213
+4,000
+5% +$134K 0.61% 45
2022
Q2 		$2.34M Buy
75,213
+2,911
+4% +$105K 0.59% 43
2022
Q1 		$2.98M Buy
+72,302
New +$3.26M 0.64% 31

Other funds holding BAC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

World Equity Group's BAC Position: Q3 2026 in Review

World Equity Group reduced its Bank of America (BAC) stake by 3.7% in Q3 2026, selling an estimated $134K and leaving 57,182 shares worth $3.12M. The position accounts for 1.29% of the portfolio, ranked #12.

World Equity Group first reported a position in BAC in Q1 2022 and has held it in 19 quarters since. The position peaked at $7.55M in Q1 2024. 841 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • World Equity Group held 57,182 shares of Bank of America worth $3.12M as of Q3 2026.
  • World Equity Group sold 2,202 Bank of America shares in Q3 2026, an estimated $134K.
  • Bank of America made up 1.29% of World Equity Group's portfolio in Q3 2026, its #12 holding.
  • World Equity Group first reported a position in Bank of America in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Bank of America position peaked at $7.55M in Q1 2024.
  • 841 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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