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Alpha Financial Partners’s Bank of America BAC Stock Holding History

Alpha Financial 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 		$466K Buy
8,187
+92
+1% +$4.89K 0.25% 66
2026
Q1 		$395K Sell
8,095
-437
-5% -$22.6K 0.23% 64
2025
Q4 		$469K Sell
8,532
-243
-3% -$12.8K 0.29% 51
2025
Q3 		$453K Buy
8,775
+58
+0.7% +$2.83K 0.29% 49
2025
Q2 		$413K Sell
8,717
-447
-5% -$18.8K 0.3% 51
2025
Q1 		$382K Buy
9,164
+514
+6% +$22.9K 0.31% 42
2024
Q4 		$380K Buy
+8,650
New +$381K 0.3% 43
2024
Q3 		– Sell
-8,678
Closed -$345K – 112
2024
Q2 		$345K Sell
8,678
-210
-2% -$8.05K 0.3% 41
2024
Q1 		$337K Buy
8,888
+35
+0.4% +$1.2K 0.31% 42
2023
Q4 		$298K Buy
8,853
+682
+8% +$19.9K 0.29% 43
2023
Q3 		$224K Sell
8,171
-3,826
-32% -$113K 0.26% 72
2023
Q2 		$344K Buy
11,997
+652
+6% +$18.6K 0.37% 53
2023
Q1 		$324K Buy
11,345
+1,628
+17% +$53.7K 0.36% 52
2022
Q4 		$322K Buy
+9,717
New +$335K 0.39% 50

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alpha Financial Partners's BAC Position: Q2 2026 in Review

Alpha Financial Partners increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $4.89K and bringing the position to 8,187 shares worth $466K. The position accounts for 0.25% of the portfolio, ranked #66.

Alpha Financial Partners first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $469K in Q4 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Alpha Financial Partners held 8,187 shares of Bank of America worth $466K as of Q2 2026.
  • Alpha Financial Partners bought 92 Bank of America shares in Q2 2026, an estimated $4.89K.
  • Bank of America made up 0.25% of Alpha Financial Partners's portfolio in Q2 2026, its #66 holding.
  • Alpha Financial Partners first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • Alpha Financial Partners's Bank of America position peaked at $469K in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.