DWP
BAC icon

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

Daymark 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 		$13.9M Buy
244,406
+185,988
+318% +$9.89M 0.34% 63
2026
Q1 		$2.85M Buy
58,418
+5,095
+10% +$263K 0.09% 171
2025
Q4 		$2.93M Sell
53,323
-2,394
-4% -$127K 0.09% 161
2025
Q3 		$2.87M Sell
55,717
-5,198
-9% -$254K 0.1% 162
2025
Q2 		$2.88M Buy
60,915
+4,806
+9% +$202K 0.11% 154
2025
Q1 		$2.34M Sell
56,109
-2,915
-5% -$130K 0.1% 154
2024
Q4 		$2.59M Buy
59,024
+3,496
+6% +$154K 0.11% 146
2024
Q3 		$2.2M Buy
55,528
+5,152
+10% +$206K 0.09% 160
2024
Q2 		$2M Buy
50,376
+15,078
+43% +$578K 0.09% 157
2024
Q1 		$1.34M Buy
35,298
+4,976
+16% +$171K 0.07% 168
2023
Q4 		$1.02M Sell
30,322
-2,952
-9% -$85.9K 0.06% 185
2023
Q3 		$911K Sell
33,274
-3,898
-10% -$115K 0.06% 177
2023
Q2 		$1.07M Buy
37,172
+9,300
+33% +$265K 0.08% 163
2023
Q1 		$797K Buy
27,872
+120
+0.4% +$3.96K 0.11% 152
2022
Q4 		$919K Buy
+27,752
New +$956K 0.16% 102

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

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

Daymark Wealth Partners increased its Bank of America (BAC) stake by 318% in Q2 2026, buying an estimated $9.89M and bringing the position to 244,406 shares worth $13.9M. The position accounts for 0.34% of the portfolio, ranked #63.

Daymark 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.

  • Daymark Wealth Partners held 244,406 shares of Bank of America worth $13.9M as of Q2 2026.
  • Daymark Wealth Partners bought 185,988 Bank of America shares in Q2 2026, an estimated $9.89M.
  • Bank of America made up 0.34% of Daymark Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Daymark 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.