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

BlueStem 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
Q1 		$605K Buy
12,401
+6,649
+116% +$343K 0.07% 75
2025
Q4 		$316K Buy
5,752
+98
+2% +$5.18K 0.03% 94
2025
Q3 		$292K Buy
5,654
+407
+8% +$19.9K 0.03% 89
2025
Q2 		$248K Buy
+5,247
New +$221K 0.03% 96

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlueStem Wealth Partners's BAC Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Bank of America (BAC) stake by 116% in Q1 2026, buying an estimated $343K and bringing the position to 12,401 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #75.

BlueStem Wealth Partners first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • BlueStem Wealth Partners held 12,401 shares of Bank of America worth $605K as of Q1 2026.
  • BlueStem Wealth Partners bought 6,649 Bank of America shares in Q1 2026, an estimated $343K.
  • Bank of America made up 0.07% of BlueStem Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • BlueStem Wealth Partners first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.