James T. Borello RIA’s Bank of America BAC Stock Holding History

James T. Borello RIA’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	$149K	Buy	2,743 +362	+15%	+$22.1K	0.03%	131
2026 Q2	$136K	Buy	2,381 +908	+62%	+$48.3K	0.03%	140
2026 Q1	$71.8K	Sell	1,473 -150	-9%	-$7.74K	0.02%	185
2025 Q4	$89.3K	Buy	1,623 +533	+49%	+$28.2K	0.02%	141
2025 Q3	$56.2K	Buy	1,090 +755	+225%	+$36.8K	0.02%	152
2025 Q2	$15.9K	Hold	335	–	–	﹤0.01%	193
2025 Q1	$14K	Hold	335	–	–	﹤0.01%	161
2024 Q4	$14.7K	Hold	335	–	–	0.01%	138
2024 Q3	$13.3K	Sell	335 -3,736	-92%	-$150K	0.01%	128
2024 Q2	$162K	Buy	4,071 +46	+1%	+$1.76K	0.07%	69
2024 Q1	$153K	Buy	4,025 +3,690	+1,101%	+$127K	0.07%	67
2023 Q4	$11.3K	Buy	+335	New	+$9.8K	0.01%	98

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

James T. Borello RIA's BAC Position: Q3 2026 in Review

James T. Borello RIA increased its Bank of America (BAC) stake by 15% in Q3 2026, buying an estimated $22.1K and bringing the position to 2,743 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #131.

James T. Borello RIA first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $162K in Q2 2024. 896 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

James T. Borello RIA held 2,743 shares of Bank of America worth $149K as of Q3 2026.
James T. Borello RIA bought 362 Bank of America shares in Q3 2026, an estimated $22.1K.
Bank of America made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #131 holding.
James T. Borello RIA first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Bank of America position peaked at $162K in Q2 2024.
896 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.