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

Destiny 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 		$498K Sell
8,034
-2,200
-21% -$117K 0.07% 96
2026
Q1 		$499K Buy
10,234
+131
+1% +$6.76K 0.05% 138
2025
Q4 		$526K Buy
10,103
+15
+0.1% +$793 0.06% 124
2025
Q3 		$520K Buy
10,088
+916
+10% +$44.7K 0.06% 125
2025
Q2 		$434K Buy
9,172
+2,497
+37% +$105K 0.06% 128
2025
Q1 		$279K Sell
6,675
-121
-2% -$5.39K 0.04% 137
2024
Q4 		$299K Buy
6,796
+98
+1% +$4.31K 0.05% 134
2024
Q3 		$266K Buy
6,698
+349
+5% +$14K 0.05% 138
2024
Q2 		$252K Buy
6,349
+37
+0.6% +$1.42K 0.05% 138
2024
Q1 		$239K Sell
6,312
-755
-11% -$25.9K 0.04% 140
2023
Q4 		$239K Sell
7,067
-748
-10% -$21.8K 0.04% 143
2023
Q3 		$214K Buy
+7,815
New +$231K 0.04% 156
2023
Q1 		– Sell
-3,976
Closed -$132K – 221
2022
Q4 		$132K Buy
3,976
+1,017
+34% +$35K 0.03% 210
2022
Q3 		$89K Hold
2,959
– – 0.02% 234
2022
Q2 		$92K Buy
2,959
+559
+23% +$20.1K 0.02% 239
2022
Q1 		$99K Buy
2,400
+101
+4% +$4.56K 0.02% 244
2021
Q4 		$102K Hold
2,299
– – 0.02% 226
2021
Q3 		$98K Buy
+2,299
New +$92.6K 0.02% 215
2021
Q2 		– Sell
-2,378
Closed -$92K – 211
2021
Q1 		$92K Buy
2,378
+111
+5% +$3.83K 0.02% 208
2020
Q4 		$69K Buy
+2,267
New +$60.8K 0.01% 260

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

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

Destiny Wealth Partners reduced its Bank of America (BAC) stake by 21% in Q2 2026, selling an estimated $117K and leaving 8,034 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #96.

Destiny Wealth Partners first reported a position in BAC in Q4 2020 and has held it in 20 quarters since. The position peaked at $526K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Destiny Wealth Partners held 8,034 shares of Bank of America worth $498K as of Q2 2026.
  • Destiny Wealth Partners sold 2,200 Bank of America shares in Q2 2026, an estimated $117K.
  • Bank of America made up 0.07% of Destiny Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Destiny Wealth Partners first reported a position in Bank of America in Q4 2020 and has held it in 20 quarters since.
  • Destiny Wealth Partners's Bank of America position peaked at $526K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.