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

Cyndeo 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
34,103
+365
+1% +$19.4K 0.09% 192
2026
Q1 		$1.64M Buy
33,738
+3,841
+13% +$198K 0.09% 186
2025
Q4 		$1.64M Buy
29,897
+1,553
+5% +$82.1K 0.09% 190
2025
Q3 		$1.46M Sell
28,344
-50
-0.2% -$2.44K 0.08% 191
2025
Q2 		$1.34M Buy
28,394
+221
+0.8% +$9.3K 0.08% 194
2025
Q1 		$1.18M Sell
28,173
-786
-3% -$35K 0.08% 194
2024
Q4 		$1.27M Sell
28,959
-141
-0.5% -$6.2K 0.09% 193
2024
Q3 		$1.15M Buy
29,100
+5,205
+22% +$209K 0.08% 202
2024
Q2 		$950K Buy
23,895
+5,726
+32% +$219K 0.07% 217
2024
Q1 		$689K Buy
18,169
+376
+2% +$12.9K 0.06% 231
2023
Q4 		$599K Sell
17,793
-1,618
-8% -$47.1K 0.06% 230
2023
Q3 		$531K Sell
19,411
-203
-1% -$6.01K 0.06% 219
2023
Q2 		$563K Sell
19,614
-478
-2% -$13.6K 0.06% 208
2023
Q1 		$575K Buy
20,092
+734
+4% +$24.2K 0.06% 209
2022
Q4 		$641K Buy
+19,358
New +$667K 0.08% 193

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

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

Cyndeo Wealth Partners increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $19.4K and bringing the position to 34,103 shares worth $1.94M. The position accounts for 0.09% of the portfolio, ranked #192.

Cyndeo Wealth Partners first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cyndeo Wealth Partners held 34,103 shares of Bank of America worth $1.94M as of Q2 2026.
  • Cyndeo Wealth Partners bought 365 Bank of America shares in Q2 2026, an estimated $19.4K.
  • Bank of America made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #192 holding.
  • Cyndeo Wealth Partners first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.