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

Evelyn Partners Investment Management Services’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	$2.4M	Sell	49,281 -1,366	-3%	-$70.5K	0.28%	65
2025 Q4	$2.79M	Buy	50,647 +3,673	+8%	+$194K	0.35%	55
2025 Q3	$2.42M	Buy	46,974 +2,512	+6%	+$123K	0.33%	56
2025 Q2	$2.1M	Buy	44,462 +159	+0.4%	+$6.69K	0.32%	55
2025 Q1	$1.85M	Sell	44,303 -2,382	-5%	-$106K	0.3%	58
2024 Q4	$2.05M	Buy	+46,685	New	+$2.05M	0.36%	54

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evelyn Partners Investment Management Services reduced its Bank of America (BAC) stake by 2.7% in Q1 2026, selling an estimated $70.5K and leaving 49,281 shares worth $2.4M. The position accounts for 0.28% of the portfolio, ranked #65.

Evelyn Partners Investment Management Services first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Evelyn Partners Investment Management Services held 49,281 shares of Bank of America worth $2.4M as of Q1 2026.
Evelyn Partners Investment Management Services sold 1,366 Bank of America shares in Q1 2026, an estimated $70.5K.
Bank of America made up 0.28% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #65 holding.
Evelyn Partners Investment Management Services first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Bank of America position peaked at $2.79M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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