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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
Q2 		$8.3M Buy
145,612
+2,045
+1% +$109K 0.8% 26
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 $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

AssuredPartners Investment Advisors's BAC Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Bank of America (BAC) stake by 1.4% in Q2 2026, buying an estimated $109K and bringing the position to 145,612 shares worth $8.3M. The position accounts for 0.8% of the portfolio, ranked #26.

AssuredPartners Investment Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • AssuredPartners Investment Advisors held 145,612 shares of Bank of America worth $8.3M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 2,045 Bank of America shares in Q2 2026, an estimated $109K.
  • Bank of America made up 0.8% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • AssuredPartners Investment Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.