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Edgestream Partners’s Bank of America BAC Stock Holding History

Edgestream 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
Q1 		$4.71M Buy
96,658
+15,697
+19% +$810K 0.15% 243
2025
Q4 		$4.45M Buy
+80,961
New +$4.28M 0.13% 291
2025
Q3 		– Sell
-239,604
Closed -$11.3M – 871
2025
Q2 		$11.3M Buy
+239,604
New +$10.1M 0.32% 46
2024
Q4 		– Sell
-20,734
Closed -$823K – 860
2024
Q3 		$823K Buy
20,734
+14,281
+221% +$572K 0.04% 610
2024
Q2 		$257K Buy
+6,453
New +$247K 0.01% 772
2024
Q1 		– Sell
-9,028
Closed -$304K – 807
2023
Q4 		$304K Sell
9,028
-14,747
-62% -$429K 0.02% 716
2023
Q3 		$651K Sell
23,775
-27,111
-53% -$802K 0.05% 523
2023
Q2 		$1.46M Buy
+50,886
New +$1.45M 0.13% 269
2022
Q2 		– Sell
-9,624
Closed -$397K – 508
2022
Q1 		$397K Sell
9,624
-73,388
-88% -$3.31M 0.03% 451
2021
Q4 		$3.69M Sell
83,012
-141,988
-63% -$6.47M 0.23% 139
2021
Q3 		$9.55M Buy
+225,000
New +$9.06M 0.59% 41
2021
Q2 		– Sell
-13,712
Closed -$531K – 441
2021
Q1 		$531K Buy
+13,712
New +$473K 0.03% 324
2020
Q3 		– Sell
-33,806
Closed -$803K – 287
2020
Q2 		$803K Sell
33,806
-15,460
-31% -$365K 0.04% 256
2020
Q1 		$1.05M Buy
+49,266
New +$1.48M 0.1% 198
2018
Q4 		– Sell
-17,467
Closed -$515K – 224
2018
Q3 		$515K Sell
17,467
-11,514
-40% -$351K 0.09% 184
2018
Q2 		$817K Buy
+28,981
New +$865K 0.17% 162
2017
Q4 		– Sell
-8,137
Closed -$206K – 84
2017
Q3 		$206K Sell
8,137
-547
-6% -$13.3K 0.11% 111
2017
Q2 		$211K Buy
+8,684
New +$202K 0.08% 120
2016
Q4 		– Sell
-11,109
Closed -$174K – 86
2016
Q3 		$174K Buy
+11,109
New +$165K 0.1% 129
2016
Q2 		– Sell
-30,479
Closed -$412K – 44
2016
Q1 		$412K Buy
+30,479
New +$411K 0.46% 50

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's BAC Position: Q1 2026 in Review

Edgestream Partners increased its Bank of America (BAC) stake by 19% in Q1 2026, buying an estimated $810K and bringing the position to 96,658 shares worth $4.71M. The position accounts for 0.15% of the portfolio, ranked #243.

Edgestream Partners first reported a position in BAC in Q1 2016 and has held it in 20 quarters since. The position peaked at $11.3M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Edgestream Partners held 96,658 shares of Bank of America worth $4.71M as of Q1 2026.
  • Edgestream Partners bought 15,697 Bank of America shares in Q1 2026, an estimated $810K.
  • Bank of America made up 0.15% of Edgestream Partners's portfolio in Q1 2026, its #243 holding.
  • Edgestream Partners first reported a position in Bank of America in Q1 2016 and has held it in 20 quarters since.
  • Edgestream Partners's Bank of America position peaked at $11.3M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.