Elm Partners Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$634K Buy
11,135
+586
+6% +$31.2K 0.02% 98
2026
Q1
$498K Buy
10,549
+387
+4% +$20K 0.02% 99
2025
Q4
$559K Buy
10,162
+1,227
+14% +$64.9K 0.03% 92
2025
Q3
$461K Buy
+8,935
New +$436K 0.02% 98

Other funds holding BAC

Elm Partners Management's BAC Position: Q2 2026 in Review

Elm Partners Management increased its Bank of America (BAC) stake by 5.6% in Q2 2026, buying an estimated $31.2K and bringing the position to 11,135 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #98.

Elm Partners Management first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Elm Partners Management held 11,135 shares of Bank of America worth $634K as of Q2 2026.
  • Elm Partners Management bought 586 Bank of America shares in Q2 2026, an estimated $31.2K.
  • Bank of America made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #98 holding.
  • Elm Partners Management first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.