Evelyn Partners’s Bank of America BAC Stock Holding History

Evelyn 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	$48.4M	Buy	+849,456	New	+$45.2M	0.1%	27

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evelyn Partners's BAC Position: Q2 2026 in Review

Evelyn Partners opened a new position in Bank of America (BAC) in Q2 2026: 849,456 shares worth $48.4M. The stake represents 0.1% of the portfolio and ranks #27 among its holdings.

3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Evelyn Partners held 849,456 shares of Bank of America worth $48.4M as of Q2 2026.
Bank of America was a new Evelyn Partners position in Q2 2026.
Bank of America made up 0.1% of Evelyn Partners's portfolio in Q2 2026, its #27 holding.
3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.