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

Cascade 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 		$714K Buy
12,531
+1,391
+12% +$74K 0.06% 153
2026
Q1 		$543K Hold
11,140
– – 0.06% 161
2025
Q4 		$613K Hold
11,140
– – 0.06% 155
2025
Q3 		$575K Buy
11,140
+400
+4% +$19.5K 0.07% 154
2025
Q2 		$508K Hold
10,740
– – 0.06% 163
2025
Q1 		$448K Sell
10,740
-92
-0.8% -$4.1K 0.06% 162
2024
Q4 		$476K Buy
10,832
+112
+1% +$4.93K 0.06% 145
2024
Q3 		$453K Hold
10,720
– – 0.06% 153
2024
Q2 		$426K Hold
10,720
– – 0.06% 152
2024
Q1 		$384K Buy
+10,720
New +$368K 0.06% 153

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

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

Cascade Financial Partners increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $74K and bringing the position to 12,531 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #153.

Cascade Financial Partners first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cascade Financial Partners held 12,531 shares of Bank of America worth $714K as of Q2 2026.
  • Cascade Financial Partners bought 1,391 Bank of America shares in Q2 2026, an estimated $74K.
  • Bank of America made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #153 holding.
  • Cascade Financial Partners first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.