Focus Partners Wealth
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Focus Partners Wealth’s Bank of America BAC Stock Holding History

Focus Partners 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
Q1 		$170M Sell
3,483,781
-61,498
-2% -$3.17M 0.19% 118
2025
Q4 		$195M Buy
3,545,279
+815,968
+30% +$43.1M 0.22% 94
2025
Q3 		$141M Buy
2,729,311
+118,299
+5% +$5.77M 0.23% 83
2025
Q2 		$124M Buy
2,611,012
+101,323
+4% +$4.26M 0.27% 74
2025
Q1 		$105M Sell
2,509,689
-72,852
-3% -$3.25M 0.26% 79
2024
Q4 		$114M Sell
2,582,541
-176,284
-6% -$7.76M 0.29% 67
2024
Q3 		$118M Buy
2,758,825
+634,954
+30% +$25.4M 0.37% 60
2024
Q2 		$84.5M Buy
2,123,871
+1,440,476
+211% +$55.2M 0.28% 82
2024
Q1 		$25.9M Buy
683,395
+257,644
+61% +$8.84M 0.21% 125
2023
Q4 		$14.3M Buy
+425,751
New +$12.4M 0.19% 127

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

Focus Partners Wealth's BAC Position: Q1 2026 in Review

Focus Partners Wealth reduced its Bank of America (BAC) stake by 1.7% in Q1 2026, selling an estimated $3.17M and leaving 3,483,781 shares worth $170M. The position accounts for 0.19% of the portfolio, ranked #118.

Focus Partners Wealth first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $195M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Focus Partners Wealth held 3,483,781 shares of Bank of America worth $170M as of Q1 2026.
  • Focus Partners Wealth sold 61,498 Bank of America shares in Q1 2026, an estimated $3.17M.
  • Bank of America made up 0.19% of Focus Partners Wealth's portfolio in Q1 2026, its #118 holding.
  • Focus Partners Wealth first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Bank of America position peaked at $195M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.