Clark Wealth Partners
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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
Q3 		$1.11M Sell
20,386
-55
-0.3% -$3.35K 0.58% 25
2026
Q2 		$1.16M Sell
20,441
-187
-0.9% -$9.9K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Clark Wealth Partners's BAC Position: Q3 2026 in Review

Clark Wealth Partners reduced its Bank of America (BAC) stake by 0.27% in Q3 2026, selling an estimated $3.35K and leaving 20,386 shares worth $1.11M. The position accounts for 0.58% of the portfolio, ranked #25.

Clark Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Clark Wealth Partners held 20,386 shares of Bank of America worth $1.11M as of Q3 2026.
  • Clark Wealth Partners sold 55 Bank of America shares in Q3 2026, an estimated $3.35K.
  • Bank of America made up 0.58% of Clark Wealth Partners's portfolio in Q3 2026, its #25 holding.
  • Clark Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Bank of America position peaked at $1.16M in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.