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 Q2	$235K	Buy	4,129 +449	+12%	+$23.9K	0.07%	122
2026 Q1	$179K	Buy	3,680 +122	+3%	+$6.29K	0.06%	124
2025 Q4	$196K	Buy	3,558 +89	+3%	+$4.71K	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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Elevation Wealth Partners increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $23.9K and bringing the position to 4,129 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #122.

Elevation Wealth Partners first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 1,447 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Elevation Wealth Partners held 4,129 shares of Bank of America worth $235K as of Q2 2026.
Elevation Wealth Partners bought 449 Bank of America shares in Q2 2026, an estimated $23.9K.
Bank of America made up 0.07% of Elevation Wealth Partners's portfolio in Q2 2026, its #122 holding.
Elevation Wealth Partners first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
1,447 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.