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Axis Wealth Partners’s Bank of America BAC Stock Holding History

Axis 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 		$424K Sell
7,438
-2,343
-24% -$125K 0.2% 117
2026
Q1 		$477K Buy
9,781
+166
+2% +$8.57K 0.25% 104
2025
Q4 		$529K Buy
9,615
+839
+10% +$44.4K 0.29% 92
2025
Q3 		$453K Sell
8,776
-484
-5% -$23.6K 0.27% 102
2025
Q2 		$438K Buy
9,260
+809
+10% +$34K 0.29% 97
2025
Q1 		$353K Buy
8,451
+38
+0.5% +$1.69K 0.26% 99
2024
Q4 		$370K Buy
+8,413
New +$370K 0.31% 92

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

Axis Wealth Partners's BAC Position: Q2 2026 in Review

Axis Wealth Partners reduced its Bank of America (BAC) stake by 24% in Q2 2026, selling an estimated $125K and leaving 7,438 shares worth $424K. The position accounts for 0.2% of the portfolio, ranked #117.

Axis Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Axis Wealth Partners held 7,438 shares of Bank of America worth $424K as of Q2 2026.
  • Axis Wealth Partners sold 2,343 Bank of America shares in Q2 2026, an estimated $125K.
  • Bank of America made up 0.2% of Axis Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Axis Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's Bank of America position peaked at $529K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.