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Evolve Private Wealth’s Bank of America BAC Stock Holding History

Evolve Private Wealth’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 		$2.25M Sell
39,404
-18,740
-32% -$997K 0.14% 139
2026
Q1 		$2.83M Buy
58,144
+6,810
+13% +$351K 0.15% 127
2025
Q4 		$2.82M Buy
+51,334
New +$2.71M 0.17% 111

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

Evolve Private Wealth's BAC Position: Q2 2026 in Review

Evolve Private Wealth reduced its Bank of America (BAC) stake by 32% in Q2 2026, selling an estimated $997K and leaving 39,404 shares worth $2.25M. The position accounts for 0.14% of the portfolio, ranked #139.

Evolve Private Wealth first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.83M in Q1 2026. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Evolve Private Wealth held 39,404 shares of Bank of America worth $2.25M as of Q2 2026.
  • Evolve Private Wealth sold 18,740 Bank of America shares in Q2 2026, an estimated $997K.
  • Bank of America made up 0.14% of Evolve Private Wealth's portfolio in Q2 2026, its #139 holding.
  • Evolve Private Wealth first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Bank of America position peaked at $2.83M in Q1 2026.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.