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Evelyn Partners Asset Management’s Bank of America BAC Stock Holding History

Evelyn Partners Asset Management’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 		$863K Hold
17,711
– – 0.21% 64
2025
Q4 		$974K Sell
17,711
-1,019
-5% -$53.9K 0.23% 66
2025
Q3 		$966K Sell
18,730
-298
-2% -$14.5K 0.22% 62
2025
Q2 		$900K Sell
19,028
-808
-4% -$34K 0.23% 61
2025
Q1 		$828K Sell
19,836
-22
-0.1% -$980 0.23% 60
2024
Q4 		$873K Buy
+19,858
New +$874K 0.23% 57

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evelyn Partners Asset Management's BAC Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Bank of America (BAC) position steady in Q1 2026 at 17,711 shares worth $863K. The position accounts for 0.21% of the portfolio, ranked #64.

Evelyn Partners Asset Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $974K in Q4 2025. 3,484 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Evelyn Partners Asset Management held 17,711 shares of Bank of America worth $863K as of Q1 2026.
  • Evelyn Partners Asset Management left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.21% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #64 holding.
  • Evelyn Partners Asset Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Bank of America position peaked at $974K in Q4 2025.
  • 3,484 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.