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

Concord 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 		$1.94M Buy
34,072
+83
+0.2% +$4.41K 0.22% 98
2026
Q1 		$1.66M Buy
33,989
+1,747
+5% +$90.1K 0.22% 103
2025
Q4 		$1.77M Buy
32,242
+102
+0.3% +$5.39K 0.23% 97
2025
Q3 		$1.66M Sell
32,140
-775
-2% -$37.8K 0.23% 100
2025
Q2 		$1.56M Buy
32,915
+1,753
+6% +$73.8K 0.23% 101
2025
Q1 		$1.3M Buy
31,162
+1,017
+3% +$45.3K 0.21% 102
2024
Q4 		$1.32M Buy
30,145
+1,821
+6% +$80.1K 0.22% 89
2024
Q3 		$1.12M Sell
28,324
-317
-1% -$12.7K 0.19% 91
2024
Q2 		$1.14M Sell
28,641
-31,375
-52% -$1.2M 0.2% 95
2024
Q1 		$2.28M Buy
60,016
+4,757
+9% +$163K 0.41% 58
2023
Q4 		$1.86M Buy
55,259
+5,103
+10% +$149K 0.37% 58
2023
Q3 		$1.37M Buy
50,156
+7,393
+17% +$219K 0.29% 61
2023
Q2 		$1.23M Buy
42,763
+20,903
+96% +$596K 0.26% 62
2023
Q1 		$625K Buy
21,860
+1,487
+7% +$49.1K 0.18% 76
2022
Q4 		$675K Sell
20,373
-4,818
-19% -$166K 0.2% 69
2022
Q3 		$761K Buy
25,191
+555
+2% +$18.6K 0.24% 65
2022
Q2 		$767K Sell
24,636
-626
-2% -$22.5K 0.21% 66
2022
Q1 		$1.04M Buy
25,262
+1,109
+5% +$50K 0.27% 50
2021
Q4 		$1.07M Buy
24,153
+14,948
+162% +$681K 0.26% 47
2021
Q3 		$391K Sell
9,205
-10,806
-54% -$435K 0.16% 46
2021
Q2 		$825K Buy
20,011
+3,803
+23% +$156K 0.24% 38
2021
Q1 		$627K Buy
16,208
+13,135
+427% +$453K 0.21% 49
2020
Q4 		$93K Buy
+3,073
New +$82.4K 0.07% 140

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

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

Concord Wealth Partners increased its Bank of America (BAC) stake by 0.24% in Q2 2026, buying an estimated $4.41K and bringing the position to 34,072 shares worth $1.94M. The position accounts for 0.22% of the portfolio, ranked #98.

Concord Wealth Partners first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.28M in Q1 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Concord Wealth Partners held 34,072 shares of Bank of America worth $1.94M as of Q2 2026.
  • Concord Wealth Partners bought 83 Bank of America shares in Q2 2026, an estimated $4.41K.
  • Bank of America made up 0.22% of Concord Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Concord Wealth Partners first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Bank of America position peaked at $2.28M in Q1 2024.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.