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

Evelyn Partners Investment 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 		$33.7M Buy
691,958
+49,336
+8% +$2.55M 0.92% 25
2025
Q4 		$35.3M Sell
642,622
-11,803
-2% -$624K 0.98% 27
2025
Q3 		$33.8M Buy
654,425
+27,083
+4% +$1.32M 0.96% 26
2025
Q2 		$29.7M Sell
627,342
-73,788
-11% -$3.1M 0.91% 28
2025
Q1 		$29.3M Buy
701,130
+2,151
+0.3% +$95.9K 0.97% 25
2024
Q4 		$30.7M Buy
+698,979
New +$30.8M 1% 25

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evelyn Partners Investment Management increased its Bank of America (BAC) stake by 7.7% in Q1 2026, buying an estimated $2.55M and bringing the position to 691,958 shares worth $33.7M. The position accounts for 0.92% of the portfolio, ranked #25.

Evelyn Partners Investment Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.3M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Evelyn Partners Investment Management held 691,958 shares of Bank of America worth $33.7M as of Q1 2026.
  • Evelyn Partners Investment Management bought 49,336 Bank of America shares in Q1 2026, an estimated $2.55M.
  • Bank of America made up 0.92% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #25 holding.
  • Evelyn Partners Investment Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Bank of America position peaked at $35.3M 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's 13F filing for Q1 2026, filed 15 May 2026.