Abacus Wealth Partners’s Bank of America BAC Stock Holding History

Abacus Wealth Partners’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 Q2	$624K	Sell	10,943 -7,880	-42%	-$419K	0.07%	121
2026 Q1	$918K	Sell	18,823 -151	-0.8%	-$7.79K	0.08%	107
2025 Q4	$1.04M	Buy	+18,974	New	+$1M	0.1%	96
2024 Q4	–	Sell	-5,473	Closed	-$217K	–	95
2024 Q3	$217K	Buy	+5,473	New	+$219K	0.03%	85
2023 Q1	–	Sell	-6,810	Closed	-$226K	–	90
2022 Q4	$226K	Buy	6,810 +100	+1%	+$3.44K	0.08%	69
2022 Q3	$203K	Sell	6,710 -51	-0.8%	-$1.71K	0.11%	69
2022 Q2	$210K	Sell	6,761 -7,796	-54%	-$281K	0.11%	72
2022 Q1	$600K	Sell	14,557 -555	-4%	-$25K	0.27%	35
2021 Q4	$672K	Sell	15,112 -130	-0.9%	-$5.92K	0.24%	41
2021 Q3	$647K	Sell	15,242 -1,056	-6%	-$42.5K	0.24%	39
2021 Q2	$672K	Buy	16,298 +6	+0%	+$246	0.26%	32
2021 Q1	$630K	Sell	16,292 -230	-1%	-$7.94K	0.45%	30
2020 Q4	$501K	Buy	+16,522	New	+$443K	0.44%	33

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abacus Wealth Partners's BAC Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Bank of America (BAC) stake by 42% in Q2 2026, selling an estimated $419K and leaving 10,943 shares worth $624K. The position accounts for 0.07% of the portfolio, ranked #121.

Abacus Wealth Partners first reported a position in BAC in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Abacus Wealth Partners held 10,943 shares of Bank of America worth $624K as of Q2 2026.
Abacus Wealth Partners sold 7,880 Bank of America shares in Q2 2026, an estimated $419K.
Bank of America made up 0.07% of Abacus Wealth Partners's portfolio in Q2 2026, its #121 holding.
Abacus Wealth Partners first reported a position in Bank of America in Q4 2020 and has held it in 13 quarters since.
Abacus Wealth Partners's Bank of America position peaked at $1.04M in Q4 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.