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

Forefront Wealth 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 		$344K Sell
6,030
-309
-5% -$16.4K 0.11% 137
2026
Q1 		$309K Sell
6,339
-3,177
-33% -$164K 0.13% 127
2025
Q4 		$523K Buy
9,516
+102
+1% +$5.39K 0.25% 85
2025
Q3 		$486K Buy
9,414
+1,909
+25% +$93.1K 0.12% 126
2025
Q2 		$330K Sell
7,505
-418
-5% -$17.6K 0.23% 77
2025
Q1 		$331K Buy
7,923
+418
+6% +$18.6K 0.23% 85
2024
Q4 		$330K Buy
+7,505
New +$330K 0.25% 73

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 $3.38T AUM 44.17% 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

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

Forefront Wealth Partners reduced its Bank of America (BAC) stake by 4.9% in Q2 2026, selling an estimated $16.4K and leaving 6,030 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #137.

Forefront Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $523K in Q4 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Forefront Wealth Partners held 6,030 shares of Bank of America worth $344K as of Q2 2026.
  • Forefront Wealth Partners sold 309 Bank of America shares in Q2 2026, an estimated $16.4K.
  • Bank of America made up 0.11% of Forefront Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • Forefront Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Forefront Wealth Partners's Bank of America position peaked at $523K in Q4 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.