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
Q2 		$191M Sell
3,345,544
-138,237
-4% -$7.35M 0.2% 105
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 $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

Focus Partners Wealth's BAC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Bank of America (BAC) stake by 4% in Q2 2026, selling an estimated $7.35M and leaving 3,345,544 shares worth $191M. The position accounts for 0.2% of the portfolio, ranked #105.

Focus Partners Wealth first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $195M in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Focus Partners Wealth held 3,345,544 shares of Bank of America worth $191M as of Q2 2026.
  • Focus Partners Wealth sold 138,237 Bank of America shares in Q2 2026, an estimated $7.35M.
  • Bank of America made up 0.2% of Focus Partners Wealth's portfolio in Q2 2026, its #105 holding.
  • Focus Partners Wealth first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Bank of America position peaked at $195M in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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