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 Q2	$714K	Buy	12,524 +123	+1%	+$6.54K	0.07%	71
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlueStem Wealth Partners increased its Bank of America (BAC) stake by 0.99% in Q2 2026, buying an estimated $6.54K and bringing the position to 12,524 shares worth $714K. The position accounts for 0.07% of the portfolio, ranked #71.

BlueStem Wealth Partners first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

BlueStem Wealth Partners held 12,524 shares of Bank of America worth $714K as of Q2 2026.
BlueStem Wealth Partners bought 123 Bank of America shares in Q2 2026, an estimated $6.54K.
Bank of America made up 0.07% of BlueStem Wealth Partners's portfolio in Q2 2026, its #71 holding.
BlueStem Wealth Partners first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.