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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
2024
Q2 		– Sell
-34,727
Closed -$1.32M – 157
2024
Q1 		$1.32M Buy
+34,727
New +$1.19M 0.19% 33

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

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

Curated Wealth Partners increased its Bank of America (BAC) stake by 28% in Q2 2026, buying an estimated $141K and bringing the position to 12,051 shares worth $687K. The position accounts for 0.08% of the portfolio, ranked #85.

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. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Curated Wealth Partners held 12,051 shares of Bank of America worth $687K as of Q2 2026.
  • Curated Wealth Partners bought 2,646 Bank of America shares in Q2 2026, an estimated $141K.
  • Bank of America made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #85 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.
  • 3,610 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.