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Birchwood Financial Partners’s Bank of America BAC Stock Holding History

Birchwood Financial 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 		$85.2K Hold
1,495
– – 0.07% 133
2026
Q1 		$72.9K Sell
1,495
-214
-13% -$11K 0.07% 135
2025
Q4 		$94K Buy
+1,709
New +$90.3K 0.09% 115

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

Birchwood Financial Partners's BAC Position: Q2 2026 in Review

Birchwood Financial Partners held its Bank of America (BAC) position steady in Q2 2026 at 1,495 shares worth $85.2K. The position accounts for 0.07% of the portfolio, ranked #133.

Birchwood Financial Partners first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $94K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Birchwood Financial Partners held 1,495 shares of Bank of America worth $85.2K as of Q2 2026.
  • Birchwood Financial Partners left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.07% of Birchwood Financial Partners's portfolio in Q2 2026, its #133 holding.
  • Birchwood Financial Partners first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Bank of America position peaked at $94K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.