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

Baldwin 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 		$7.77M Sell
136,291
-785
-0.6% -$41.7K 0.51% 44
2026
Q1 		$6.68M Sell
137,076
-8,703
-6% -$449K 0.49% 50
2025
Q4 		$8.02M Buy
145,779
+2,000
+1% +$106K 0.51% 47
2025
Q3 		$7.42M Sell
143,779
-1,325
-0.9% -$64.6K 0.48% 52
2025
Q2 		$6.87M Sell
145,104
-27,025
-16% -$1.14M 0.47% 55
2025
Q1 		$7.18M Sell
172,129
-496
-0.3% -$22.1K 0.5% 54
2024
Q4 		$7.59M Sell
172,625
-405
-0.2% -$17.8K 0.52% 53
2024
Q3 		$6.87M Buy
173,030
+6,681
+4% +$268K 0.47% 54
2024
Q2 		$6.62M Sell
166,349
-941
-0.6% -$36.1K 0.52% 51
2024
Q1 		$6.34M Sell
167,290
-7,904
-5% -$271K 0.48% 55
2023
Q4 		$5.9M Sell
175,194
-1,350
-0.8% -$39.3K 0.46% 54
2023
Q3 		$4.83M Sell
176,544
-1,632
-0.9% -$48.3K 0.42% 60
2023
Q2 		$5.11M Sell
178,176
-2,002
-1% -$57.1K 0.42% 58
2023
Q1 		$5.15M Sell
180,178
-997
-0.6% -$32.9K 0.45% 57
2022
Q4 		$6M Buy
181,175
+18,137
+11% +$625K 0.54% 56
2022
Q3 		$4.92M Sell
163,038
-2,952
-2% -$98.7K 0.68% 43
2022
Q2 		$5.17M Sell
165,990
-362
-0.2% -$13K 0.67% 41
2022
Q1 		$6.86M Buy
166,352
+12,970
+8% +$585K 0.73% 37
2021
Q4 		$6.82M Sell
153,382
-3,000
-2% -$137K 0.68% 43
2021
Q3 		$6.64M Sell
156,382
-496
-0.3% -$20K 0.74% 40
2021
Q2 		$6.47M Sell
156,878
-2,610
-2% -$107K 0.71% 41
2021
Q1 		$6.17M Buy
159,488
+2,138
+1% +$73.8K 0.73% 40
2020
Q4 		$4.77M Sell
157,350
-143,508
-48% -$3.85M 0.6% 47
2020
Q3 		$7.25M Sell
300,858
-11,625
-4% -$289K 0.99% 31
2020
Q2 		$7.42M Sell
312,483
-1,976
-0.6% -$46.7K 1.09% 29
2020
Q1 		$6.67M Sell
314,459
-14,975
-5% -$449K 1.17% 27
2019
Q4 		$11.6M Buy
329,434
+16
+0% +$517 1.62% 22
2019
Q3 		$9.61M Buy
329,418
+17,835
+6% +$513K 1.45% 28
2019
Q2 		$9.04M Sell
311,583
-1,505
-0.5% -$43.4K 1.33% 27
2019
Q1 		$8.64M Buy
313,088
+24,177
+8% +$683K 1.29% 27
2018
Q4 		$7.12M Sell
288,911
-75,780
-21% -$2.06M 1.19% 27
2018
Q3 		$10.7M Buy
364,691
+9,061
+3% +$276K 1.5% 25
2018
Q2 		$10M Sell
355,630
-1,504
-0.4% -$44.9K 1.56% 23
2018
Q1 		$10.7M Buy
357,134
+41,095
+13% +$1.29M 1.73% 17
2017
Q4 		$9.33M Buy
316,039
+2,625
+0.8% +$72.4K 1.45% 24
2017
Q3 		$7.94M Sell
313,414
-42,275
-12% -$1.03M 1.28% 29
2017
Q2 		$8.63M Buy
355,689
+5,287
+2% +$123K 1.39% 25
2017
Q1 		$8.27M Buy
350,402
+11,575
+3% +$275K 1.36% 25
2016
Q4 		$7.49M Sell
338,827
-6,275
-2% -$121K 1.35% 28
2016
Q3 		$5.4M Sell
345,102
-38,665
-10% -$576K 0.98% 36
2016
Q2 		$5.09M Sell
383,767
-108,650
-22% -$1.53M 1.05% 32
2016
Q1 		$6.66M Buy
492,417
+88,168
+22% +$1.19M 1.19% 29
2015
Q4 		$6.8M Sell
404,249
-24,703
-6% -$418K 1.11% 29
2015
Q3 		$6.68M Sell
428,952
-10,780
-2% -$181K 1.13% 30
2015
Q2 		$7.48M Buy
439,732
+9,745
+2% +$161K 1.11% 30
2015
Q1 		$6.62M Sell
429,987
-27,198
-6% -$437K 0.97% 34
2014
Q4 		$8.18M Sell
457,185
-41,410
-8% -$709K 1.18% 30
2014
Q3 		$8.5M Buy
498,595
+2,410
+0.5% +$38.4K 1.21% 28
2014
Q2 		$7.63M Sell
496,185
-71,338
-13% -$1.11M 1.13% 29
2014
Q1 		$9.76M Buy
567,523
+73,640
+15% +$1.24M 1.57% 20
2013
Q4 		$7.69M Buy
493,883
+81,070
+20% +$1.2M 1.23% 29
2013
Q3 		$5.7M Buy
412,813
+54,202
+15% +$774K 1.04% 35
2013
Q2 		$4.61M Buy
+358,611
New +$4.57M 0.91% 35

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its Bank of America (BAC) stake by 0.57% in Q2 2026, selling an estimated $41.7K and leaving 136,291 shares worth $7.77M. The position accounts for 0.51% of the portfolio, ranked #44.

Baldwin Wealth Partners first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.6M in Q4 2019. 1,695 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Baldwin Wealth Partners held 136,291 shares of Bank of America worth $7.77M as of Q2 2026.
  • Baldwin Wealth Partners sold 785 Bank of America shares in Q2 2026, an estimated $41.7K.
  • Bank of America made up 0.51% of Baldwin Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Baldwin Wealth Partners first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's Bank of America position peaked at $11.6M in Q4 2019.
  • 1,695 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.