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AssuredPartners Investment Advisors’s Bank of America BAC Stock Holding History

AssuredPartners Investment Advisors’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
Q1 		$7.19M Buy
143,567
+30,815
+27% +$1.59M 0.78% 29
2025
Q4 		$6.2M Buy
112,752
+1,235
+1% +$65.3K 0.92% 25
2025
Q3 		$5.75M Buy
111,517
+3,209
+3% +$157K 1.28% 22
2025
Q2 		$5.13M Buy
108,308
+7,339
+7% +$309K 1.25% 21
2025
Q1 		$4.21M Buy
100,969
+6,098
+6% +$272K 0.81% 27
2024
Q4 		$4.17M Buy
+94,871
New +$4.17M 0.81% 29

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssuredPartners Investment Advisors's BAC Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Bank of America (BAC) stake by 27% in Q1 2026, buying an estimated $1.59M and bringing the position to 143,567 shares worth $7.19M. The position accounts for 0.78% of the portfolio, ranked #29.

AssuredPartners Investment Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • AssuredPartners Investment Advisors held 143,567 shares of Bank of America worth $7.19M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 30,815 Bank of America shares in Q1 2026, an estimated $1.59M.
  • Bank of America made up 0.78% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • AssuredPartners Investment Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.