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Alvarez & Marsal Private Wealth Partners’s Bank of America BAC Stock Holding History

Alvarez & Marsal Private 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 		– Sell
-11,255
Closed -$549K – 120
2026
Q1 		$549K Buy
+11,255
New +$581K 0.08% 60

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Alvarez & Marsal Private Wealth Partners's BAC Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Bank of America (BAC) in Q2 2026, closing a stake of 11,255 shares — an estimated $549K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in BAC in Q1 2026 and held it in 1 quarter. The position peaked at $549K in Q1 2026. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 11,255 Bank of America shares in Q2 2026, an estimated $549K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Bank of America in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Bank of America position peaked at $549K in Q1 2026.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.