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Chicago Partners Investment Group’s Bank of America BAC Stock Holding History

Chicago Partners Investment Group’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 		$4.1M Buy
66,944
+8,450
+14% +$449K 0.08% 215
2026
Q1 		$3.11M Buy
58,494
+5,895
+11% +$304K 0.07% 244
2025
Q4 		$2.72M Buy
52,599
+1,321
+3% +$69.8K 0.07% 238
2025
Q3 		$2.71M Buy
51,278
+2,065
+4% +$101K 0.07% 232
2025
Q2 		$2.37M Buy
49,213
+4,285
+10% +$180K 0.07% 231
2025
Q1 		$1.84M Sell
44,928
-232
-0.5% -$10.3K 0.06% 250
2024
Q4 		$2.09M Buy
45,160
+5,903
+15% +$260K 0.07% 225
2024
Q3 		$1.66M Buy
39,257
+125
+0.3% +$5.01K 0.06% 248
2024
Q2 		$1.62M Buy
39,132
+2,830
+8% +$108K 0.06% 244
2024
Q1 		$1.39M Sell
36,302
-5,005
-12% -$172K 0.06% 258
2023
Q4 		$1.36M Sell
41,307
-9,987
-19% -$291K 0.06% 254
2023
Q3 		$1.31M Sell
51,294
-778
-1% -$23K 0.07% 245
2023
Q2 		$1.62M Sell
52,072
-14,836
-22% -$423K 0.08% 218
2023
Q1 		$1.99M Buy
66,908
+37,340
+126% +$1.23M 0.12% 172
2022
Q4 		$1.09M Sell
29,568
-372
-1% -$12.8K 0.07% 255
2022
Q3 		$1.11M Buy
29,940
+12,095
+68% +$404K 0.08% 224
2022
Q2 		$603K Buy
17,845
+496
+3% +$17.9K 0.04% 299
2022
Q1 		$605K Sell
17,349
-133
-0.8% -$6K 0.05% 282
2021
Q4 		$829K Buy
17,482
+511
+3% +$23.3K 0.06% 248
2021
Q3 		$806K Buy
16,971
+912
+6% +$36.7K 0.06% 258
2021
Q2 		$612K Buy
16,059
+980
+6% +$40.2K 0.05% 293
2021
Q1 		$594K Buy
15,079
+707
+5% +$24.4K 0.05% 281
2020
Q4 		$453K Buy
14,372
+3,457
+32% +$92.7K 0.04% 299
2020
Q3 		$269K Buy
10,915
+1,378
+14% +$34.3K 0.03% 334
2020
Q2 		$230K Buy
+9,537
New +$225K 0.03% 341
2020
Q1 		– Sell
-6,622
Closed -$230K – 356
2019
Q4 		$230K Sell
6,622
-280
-4% -$9.05K 0.03% 322
2019
Q3 		$216K Buy
+6,902
New +$198K 0.03% 308
2018
Q4 		– Sell
-4,043
Closed -$108K – 369
2018
Q3 		$108K Sell
4,043
-361
-8% -$11K 0.02% 399
2018
Q2 		$124K Buy
4,404
+1,342
+44% +$40K 0.02% 349
2018
Q1 		$92K Buy
3,062
+444
+17% +$13.9K 0.02% 363
2017
Q4 		$77K Buy
2,618
+306
+13% +$8.44K 0.01% 391
2017
Q3 		$59K Sell
2,312
-2,219
-49% -$53.8K 0.01% 412
2017
Q2 		$103K Buy
4,531
+465
+11% +$10.8K 0.03% 274
2017
Q1 		$96K Buy
4,066
+2,795
+220% +$66.3K 0.03% 250
2016
Q4 		$28K Buy
1,271
+271
+27% +$5.22K 0.01% 348
2016
Q3 		$16K Hold
1,000
– – 0.01% 378
2016
Q2 		$13K Hold
1,000
– – 0.01% 343
2016
Q1 		$14K Hold
1,000
– – 0.01% 321
2015
Q4 		$17K Hold
1,000
– – 0.01% 351
2015
Q3 		$16K Hold
1,000
– – 0.01% 303
2015
Q2 		$17K Sell
1,000
-376
-27% -$6.2K 0.01% 308
2015
Q1 		$25K Sell
1,376
-224
-14% -$3.6K 0.01% 269
2014
Q4 		$29K Buy
+1,600
New +$27.4K 0.01% 261

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

Chicago Partners Investment Group's BAC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Bank of America (BAC) stake by 14% in Q2 2026, buying an estimated $449K and bringing the position to 66,944 shares worth $4.1M. The position accounts for 0.08% of the portfolio, ranked #215.

Chicago Partners Investment Group first reported a position in BAC in Q4 2014 and has held it in 43 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Chicago Partners Investment Group held 66,944 shares of Bank of America worth $4.1M as of Q2 2026.
  • Chicago Partners Investment Group bought 8,450 Bank of America shares in Q2 2026, an estimated $449K.
  • Bank of America made up 0.08% of Chicago Partners Investment Group's portfolio in Q2 2026, its #215 holding.
  • Chicago Partners Investment Group first reported a position in Bank of America in Q4 2014 and has held it in 43 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.