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

Curated 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 		$481K Buy
250,922
+241,517
+2,568% +$12.8M 0.06% 284
2026
Q1 		$458K Sell
9,405
-69,327
-88% -$3.58M 0.06% 119
2025
Q4 		$4.33M Buy
78,732
+73,323
+1,356% +$3.88M 0.47% 18
2025
Q3 		$279K Sell
5,409
-877
-14% -$42.8K 0.03% 128
2025
Q2 		$297K Sell
6,286
-25,517
-80% -$1.07M 0.03% 125
2025
Q1 		$1.33M Sell
31,803
-556
-2% -$24.8K 0.17% 35
2024
Q4 		$1.42M Buy
32,359
+248
+0.8% +$10.9K 0.16% 37
2024
Q3 		$1.27M Sell
32,111
-2,224
-6% -$89.1K 0.16% 40
2024
Q2 		$1.37M Buy
+34,335
New +$1.32M 0.19% 31
2024
Q1 		– Sell
-35,401
Closed -$1.22M – 162
2023
Q4 		$1.19M Sell
35,401
-455
-1% -$13.2K 0.19% 34
2023
Q3 		$982K Sell
35,856
-1,909
-5% -$56.5K 0.18% 38
2023
Q2 		$1.08M Sell
37,765
-846
-2% -$24.1K 0.21% 34
2023
Q1 		$1.1M Buy
38,611
+591
+2% +$19.5K 0.25% 30
2022
Q4 		$1.26M Buy
38,020
+1,988
+6% +$68.5K 0.31% 27
2022
Q3 		$1.09M Sell
36,032
-3,340
-8% -$112K 0.32% 25
2022
Q2 		$1.23M Buy
39,372
+12,693
+48% +$457K 0.36% 25
2022
Q1 		$1.19M Hold
26,679
– – 0.4% 29
2021
Q4 		$1.19M Sell
26,679
-5,883
-18% -$268K 0.38% 30
2021
Q3 		$1.38M Buy
32,562
+297
+0.9% +$12K 0.77% 21
2021
Q2 		$1.33M Buy
32,265
+1,853
+6% +$76K 0.72% 22
2021
Q1 		$1.18M Buy
30,412
+2,550
+9% +$88K 0.73% 26
2020
Q4 		$844K Buy
+27,862
New +$747K 0.55% 31

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
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

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

Curated Wealth Partners increased its Bank of America (BAC) stake by 2,568% in Q2 2026, buying an estimated $12.8M and bringing the position to 250,922 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #284.

Curated Wealth Partners first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.33M in Q4 2025. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Curated Wealth Partners held 250,922 shares of Bank of America worth $481K as of Q2 2026.
  • Curated Wealth Partners bought 241,517 Bank of America shares in Q2 2026, an estimated $12.8M.
  • Bank of America made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #284 holding.
  • Curated Wealth Partners first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Bank of America position peaked at $4.33M in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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