BWP
BAC icon

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

Balboa 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 		$453K Buy
7,952
+2,512
+46% +$134K 0.06% 257
2026
Q1 		$265K Sell
5,440
-4,436
-45% -$229K 0.04% 332
2025
Q4 		$543K Buy
9,876
+1,076
+12% +$56.9K 0.09% 180
2025
Q3 		$454K Buy
8,800
+667
+8% +$32.5K 0.08% 199
2025
Q2 		$385K Buy
+8,133
New +$342K 0.08% 199
2025
Q1 		– Sell
-8,419
Closed -$370K – 329
2024
Q4 		$370K Buy
+8,419
New +$370K 0.08% 175
2024
Q3 		– Sell
-5,669
Closed -$225K – 336
2024
Q2 		$225K Sell
5,669
-1,614
-22% -$61.9K 0.06% 233
2024
Q1 		$276K Buy
+7,283
New +$250K 0.08% 174
2023
Q4 		– Sell
-11,143
Closed -$305K – 286
2023
Q3 		$305K Sell
11,143
-2,452
-18% -$72.5K 0.11% 150
2023
Q2 		$390K Sell
13,595
-11,799
-46% -$337K 0.14% 134
2023
Q1 		$726K Buy
+25,394
New +$838K 0.27% 71

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

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

Balboa Wealth Partners increased its Bank of America (BAC) stake by 46% in Q2 2026, buying an estimated $134K and bringing the position to 7,952 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #257.

Balboa Wealth Partners first reported a position in BAC in Q1 2023 and has held it in 11 quarters since. The position peaked at $726K in Q1 2023. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Balboa Wealth Partners held 7,952 shares of Bank of America worth $453K as of Q2 2026.
  • Balboa Wealth Partners bought 2,512 Bank of America shares in Q2 2026, an estimated $134K.
  • Bank of America made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #257 holding.
  • Balboa Wealth Partners first reported a position in Bank of America in Q1 2023 and has held it in 11 quarters since.
  • Balboa Wealth Partners's Bank of America position peaked at $726K in Q1 2023.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.