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Badgley Phelps Wealth Managers’s Bank of America BAC Stock Holding History

Badgley Phelps Wealth Managers’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 		$39.4M Buy
690,617
+6,233
+0.9% +$331K 0.69% 40
2026
Q1 		$33.4M Sell
684,384
-22,115
-3% -$1.14M 0.66% 38
2025
Q4 		$38.9M Buy
706,499
+15,657
+2% +$828K 0.71% 37
2025
Q3 		$35.6M Sell
690,842
-7,717
-1% -$376K 0.75% 33
2025
Q2 		$33.1M Sell
698,559
-49,172
-7% -$2.07M 0.73% 35
2025
Q1 		$31.2M Buy
747,731
+3,879
+0.5% +$173K 0.75% 36
2024
Q4 		$32.7M Buy
743,852
+14,372
+2% +$632K 0.76% 34
2024
Q3 		$28.9M Buy
729,480
+384
+0.1% +$15.4K 0.67% 42
2024
Q2 		$29M Buy
729,096
+23,422
+3% +$898K 0.72% 38
2024
Q1 		$26.8M Buy
705,674
+40,913
+6% +$1.4M 0.67% 42
2023
Q4 		$22.4M Buy
664,761
+36,604
+6% +$1.07M 0.61% 55
2023
Q3 		$17.2M Buy
628,157
+33,750
+6% +$999K 0.59% 60
2023
Q2 		$17.1M Buy
594,407
+12,190
+2% +$348K 0.56% 62
2023
Q1 		$16.7M Buy
582,217
+17,263
+3% +$570K 0.61% 57
2022
Q4 		$18.7M Sell
564,954
-2,971
-0.5% -$102K 0.75% 43
2022
Q3 		$17.2M Buy
567,925
+10,636
+2% +$356K 0.74% 45
2022
Q2 		$17.3M Sell
557,289
-5,313
-0.9% -$191K 0.71% 47
2022
Q1 		$23.2M Sell
562,602
-4,072
-0.7% -$184K 0.81% 44
2021
Q4 		$25.2M Buy
566,674
+16,273
+3% +$741K 0.82% 40
2021
Q3 		$23.4M Buy
+550,401
New +$22.2M 0.85% 38

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

Badgley Phelps Wealth Managers's BAC Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Bank of America (BAC) stake by 0.91% in Q2 2026, buying an estimated $331K and bringing the position to 690,617 shares worth $39.4M. The position accounts for 0.69% of the portfolio, ranked #40.

Badgley Phelps Wealth Managers first reported a position in BAC in Q3 2021 and has held it in 20 quarters since. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Badgley Phelps Wealth Managers held 690,617 shares of Bank of America worth $39.4M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 6,233 Bank of America shares in Q2 2026, an estimated $331K.
  • Bank of America made up 0.69% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #40 holding.
  • Badgley Phelps Wealth Managers first reported a position in Bank of America in Q3 2021 and has held it in 20 quarters since.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.