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

BSW 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 		$279K Sell
4,899
-193
-4% -$10.3K 0.03% 267
2026
Q1 		$248K Buy
5,092
+88
+2% +$4.54K 0.03% 274
2025
Q4 		$275K Sell
5,004
-14
-0.3% -$740 0.03% 260
2025
Q3 		$259K Buy
5,018
+214
+4% +$10.4K 0.03% 273
2025
Q2 		$227K Buy
+4,804
New +$202K 0.03% 289
2025
Q1 		– Sell
-5,707
Closed -$251K – 309
2024
Q4 		$251K Buy
+5,707
New +$251K 0.04% 264
2022
Q2 		– Sell
-5,348
Closed -$220K – 281
2022
Q1 		$220K Sell
5,348
-2,703
-34% -$122K 0.06% 258
2021
Q4 		$358K Sell
8,051
-111
-1% -$5.06K 0.09% 168
2021
Q3 		$346K Sell
8,162
-589
-7% -$23.7K 0.1% 150
2021
Q2 		$361K Buy
8,751
+652
+8% +$26.7K 0.1% 145
2021
Q1 		$313K Sell
8,099
-7,270
-47% -$251K 0.09% 135
2020
Q4 		$466K Buy
15,369
+1,570
+11% +$42.1K 0.14% 86
2020
Q3 		$332K Buy
13,799
+1,027
+8% +$25.6K 0.12% 95
2020
Q2 		$303K Buy
12,772
+1,642
+15% +$38.8K 0.1% 101
2020
Q1 		$236K Buy
+11,130
New +$334K 0.1% 99
2019
Q3 		– Sell
-8,732
Closed -$253K – 151
2019
Q2 		$253K Buy
+8,732
New +$252K 0.1% 85

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

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

BSW Wealth Partners reduced its Bank of America (BAC) stake by 3.8% in Q2 2026, selling an estimated $10.3K and leaving 4,899 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #267.

BSW Wealth Partners first reported a position in BAC in Q2 2019 and has held it in 16 quarters since. The position peaked at $466K in Q4 2020. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • BSW Wealth Partners held 4,899 shares of Bank of America worth $279K as of Q2 2026.
  • BSW Wealth Partners sold 193 Bank of America shares in Q2 2026, an estimated $10.3K.
  • Bank of America made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #267 holding.
  • BSW Wealth Partners first reported a position in Bank of America in Q2 2019 and has held it in 16 quarters since.
  • BSW Wealth Partners's Bank of America position peaked at $466K in Q4 2020.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.