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

Core 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	$374K	Buy	6,572 +701	+12%	+$37.3K	0.16%	119
2026 Q1	$286K	Sell	5,871 -5	-0.1%	-$258	0.13%	130
2025 Q4	$323K	Sell	5,876 -141	-2%	-$7.45K	0.15%	122
2025 Q3	$310K	Sell	6,017 -126	-2%	-$6.15K	0.14%	125
2025 Q2	$291K	Sell	6,143 -440	-7%	-$18.5K	0.15%	125
2025 Q1	$275K	Sell	6,583 -2,235	-25%	-$99.6K	0.16%	130
2024 Q4	$388K	Buy	8,818 +829	+10%	+$36.5K	0.22%	100
2024 Q3	$317K	Buy	7,989 +2,253	+39%	+$90.3K	0.19%	110
2024 Q2	$228K	Buy	5,736 +8	+0.1%	+$307	0.16%	130
2024 Q1	$217K	Buy	+5,728	New	+$197K	0.16%	127

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Core Wealth Partners increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $37.3K and bringing the position to 6,572 shares worth $374K. The position accounts for 0.16% of the portfolio, ranked #119.

Core Wealth Partners first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $388K in Q4 2024. 1,189 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Core Wealth Partners held 6,572 shares of Bank of America worth $374K as of Q2 2026.
Core Wealth Partners bought 701 Bank of America shares in Q2 2026, an estimated $37.3K.
Bank of America made up 0.16% of Core Wealth Partners's portfolio in Q2 2026, its #119 holding.
Core Wealth Partners first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
Core Wealth Partners's Bank of America position peaked at $388K in Q4 2024.
1,189 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.