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Aspect Partners’s Bank of America BAC Stock Holding History

Aspect 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 		$58.6K Hold
1,028
– – 0.02% 139
2026
Q1 		$50.1K Sell
1,028
-187
-15% -$9.65K 0.02% 141
2025
Q4 		$66.8K Sell
1,215
-207
-15% -$10.9K 0.03% 126
2025
Q3 		$73.4K Buy
1,422
+187
+15% +$9.12K 0.03% 127
2025
Q2 		$58.4K Buy
1,235
+274
+29% +$11.5K 0.03% 144
2025
Q1 		$40.1K Sell
961
-203
-17% -$9.05K 0.02% 140
2024
Q4 		$51.2K Hold
1,164
– – 0.03% 132
2024
Q3 		$46.2K Hold
1,164
– – 0.03% 125
2024
Q2 		$46.3K Buy
1,164
+18
+2% +$690 0.03% 123
2024
Q1 		$43.5K Buy
1,146
+12
+1% +$412 0.03% 124
2023
Q4 		$38.2K Buy
+1,134
New +$33K 0.02% 129

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Aspect Partners's BAC Position: Q2 2026 in Review

Aspect Partners held its Bank of America (BAC) position steady in Q2 2026 at 1,028 shares worth $58.6K. The position accounts for 0.02% of the portfolio, ranked #139.

Aspect Partners first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.4K in Q3 2025. 960 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aspect Partners held 1,028 shares of Bank of America worth $58.6K as of Q2 2026.
  • Aspect Partners left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.02% of Aspect Partners's portfolio in Q2 2026, its #139 holding.
  • Aspect Partners first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Bank of America position peaked at $73.4K in Q3 2025.
  • 960 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.