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

Elevation 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
Q3 		$245K Buy
4,504
+375
+9% +$22.8K 0.07% 125
2026
Q2 		$235K Buy
4,129
+449
+12% +$23.9K 0.07% 122
2026
Q1 		$179K Buy
3,680
+122
+3% +$6.3K 0.06% 124
2025
Q4 		$196K Buy
3,558
+89
+3% +$4.7K 0.07% 117
2025
Q3 		$179K Buy
3,469
+375
+12% +$18.3K 0.06% 123
2025
Q2 		$146K Buy
3,094
+2
+0.1% +$84 0.06% 137
2025
Q1 		$129K Buy
3,092
+2
+0.1% +$89 0.06% 141
2024
Q4 		$136K Buy
3,090
+3
+0.1% +$132 0.06% 139
2024
Q3 		$123K Buy
3,087
+2,685
+668% +$108K 0.05% 146
2024
Q2 		$16K Buy
402
+5
+1% +$192 0.01% 306
2024
Q1 		$15K Sell
397
-743
-65% -$25.5K 0.01% 320
2023
Q4 		$31.2K Buy
1,140
+750
+192% +$21.8K 0.02% 241
2023
Q3 		$10.7K Buy
390
+2
+0.5% +$59 0.01% 242
2023
Q2 		$11.1K Sell
388
-1,369
-78% -$39.1K 0.01% 245
2023
Q1 		$50.2K Buy
+1,757
New +$58K 0.05% 153

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Elevation Wealth Partners's BAC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Bank of America (BAC) stake by 9.1% in Q3 2026, buying an estimated $22.8K and bringing the position to 4,504 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #125.

Elevation Wealth Partners first reported a position in BAC in Q1 2023 and has held it in 15 quarters since. 1,288 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Elevation Wealth Partners held 4,504 shares of Bank of America worth $245K as of Q3 2026.
  • Elevation Wealth Partners bought 375 Bank of America shares in Q3 2026, an estimated $22.8K.
  • Bank of America made up 0.07% of Elevation Wealth Partners's portfolio in Q3 2026, its #125 holding.
  • Elevation Wealth Partners first reported a position in Bank of America in Q1 2023 and has held it in 15 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.