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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascade Financial Partners's BAC Position: Q1 2026 in Review

Cascade Financial Partners held its Bank of America (BAC) position steady in Q1 2026 at 11,140 shares worth $543K. The position accounts for 0.06% of the portfolio, ranked #161.

Cascade Financial Partners first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $613K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Cascade Financial Partners held 11,140 shares of Bank of America worth $543K as of Q1 2026.
Cascade Financial Partners left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.06% of Cascade Financial Partners's portfolio in Q1 2026, its #161 holding.
Cascade Financial Partners first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Bank of America position peaked at $613K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.