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

Clark 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 		$1.16M Sell
20,441
-187
-0.9% -$9.95K 0.66% 23
2026
Q1 		$1.01M Buy
20,628
+496
+2% +$25.6K 0.68% 19
2025
Q4 		$1.11M Hold
20,132
– – 0.67% 21
2025
Q3 		$1.11M Sell
20,132
-2,089
-9% -$102K 0.67% 21
2025
Q2 		$1.05M Sell
22,221
-413
-2% -$17.4K 0.71% 19
2025
Q1 		$945K Buy
22,634
+21
+0.1% +$936 0.7% 20
2024
Q4 		$994K Buy
+22,613
New +$995K 0.77% 20

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Clark Wealth Partners reduced its Bank of America (BAC) stake by 0.91% in Q2 2026, selling an estimated $9.95K and leaving 20,441 shares worth $1.16M. The position accounts for 0.66% of the portfolio, ranked #23.

Clark Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Clark Wealth Partners held 20,441 shares of Bank of America worth $1.16M as of Q2 2026.
  • Clark Wealth Partners sold 187 Bank of America shares in Q2 2026, an estimated $9.95K.
  • Bank of America made up 0.66% of Clark Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Clark Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.