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

Catalyst 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	$2.21M	Buy	45,280 +4,148	+10%	+$214K	0.26%	50
2025 Q4	$2.26M	Buy	41,132 +6,119	+17%	+$323K	0.25%	42
2025 Q3	$1.81M	Buy	35,013 +477	+1%	+$23.3K	0.22%	48
2025 Q2	$1.63M	Buy	34,536 +1,312	+4%	+$55.2K	0.18%	46
2025 Q1	$1.39M	Buy	33,224 +1,421	+4%	+$63.3K	0.26%	47
2024 Q4	$1.4M	Buy	31,803 +2,737	+9%	+$120K	0.26%	48
2024 Q3	$1.15M	Buy	29,066 +1,513	+5%	+$60.6K	0.23%	57
2024 Q2	$1.1M	Buy	27,553 +1,596	+6%	+$61.2K	0.24%	54
2024 Q1	$914K	Buy	25,957 +2,645	+11%	+$90.8K	0.24%	55
2023 Q4	$785K	Buy	23,312 +537	+2%	+$15.6K	0.22%	64
2023 Q3	$624K	Buy	22,775 +3,927	+21%	+$116K	0.2%	68
2023 Q2	$541K	Buy	18,848 +3,073	+19%	+$87.7K	0.19%	79
2023 Q1	$451K	Sell	15,775 -178	-1%	-$5.88K	0.19%	77
2022 Q4	$528K	Buy	+15,953	New	+$549K	0.27%	59

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

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

Catalyst Financial Partners increased its Bank of America (BAC) stake by 10% in Q1 2026, buying an estimated $214K and bringing the position to 45,280 shares worth $2.21M. The position accounts for 0.26% of the portfolio, ranked #50.

Catalyst Financial Partners first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Catalyst Financial Partners held 45,280 shares of Bank of America worth $2.21M as of Q1 2026.
Catalyst Financial Partners bought 4,148 Bank of America shares in Q1 2026, an estimated $214K.
Bank of America made up 0.26% of Catalyst Financial Partners's portfolio in Q1 2026, its #50 holding.
Catalyst Financial Partners first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Bank of America position peaked at $2.26M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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