Founders Grove Wealth Partners’s Bank of America BAC Stock Holding History

Founders Grove 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	$745K	Buy	13,067 +415	+3%	+$22.1K	0.15%	92
2026 Q1	$617K	Sell	12,652 -1,948	-13%	-$101K	0.14%	89
2025 Q4	$803K	Buy	14,600 +2,533	+21%	+$134K	0.18%	84
2025 Q3	$623K	Buy	12,067 +1,125	+10%	+$54.9K	0.15%	92
2025 Q2	$518K	Buy	10,942 +6,109	+126%	+$257K	0.13%	90
2025 Q1	$202K	Sell	4,833 -118	-2%	-$5.26K	0.06%	118
2024 Q4	$218K	Buy	+4,951	New	+$218K	0.06%	112

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Founders Grove Wealth Partners's BAC Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Bank of America (BAC) stake by 3.3% in Q2 2026, buying an estimated $22.1K and bringing the position to 13,067 shares worth $745K. The position accounts for 0.15% of the portfolio, ranked #92.

Founders Grove Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $803K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Founders Grove Wealth Partners held 13,067 shares of Bank of America worth $745K as of Q2 2026.
Founders Grove Wealth Partners bought 415 Bank of America shares in Q2 2026, an estimated $22.1K.
Bank of America made up 0.15% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #92 holding.
Founders Grove Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's Bank of America position peaked at $803K in Q4 2025.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.