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Essential Partners’s Bank of America BAC Stock Holding History

Essential 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 		$211K Sell
3,710
-807
-18% -$42.9K 0.1% 213
2026
Q1 		$220K Sell
4,517
-613
-12% -$31.6K 0.07% 274
2025
Q4 		$282K Sell
5,130
-1,141
-18% -$60.3K 0.09% 257
2025
Q3 		$324K Buy
6,271
+1,964
+46% +$95.8K 0.11% 235
2025
Q2 		$204K Buy
+4,307
New +$181K 0.08% 278

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

Essential Partners's BAC Position: Q2 2026 in Review

Essential Partners reduced its Bank of America (BAC) stake by 18% in Q2 2026, selling an estimated $42.9K and leaving 3,710 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #213.

Essential Partners first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $324K in Q3 2025. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Essential Partners held 3,710 shares of Bank of America worth $211K as of Q2 2026.
  • Essential Partners sold 807 Bank of America shares in Q2 2026, an estimated $42.9K.
  • Bank of America made up 0.1% of Essential Partners's portfolio in Q2 2026, its #213 holding.
  • Essential Partners first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Bank of America position peaked at $324K in Q3 2025.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.