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

Gateway 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 		$2.56M Sell
44,920
-29,237
-39% -$1.55M 0.15% 166
2026
Q1 		$3.62M Buy
74,157
+52,229
+238% +$2.7M 0.14% 173
2025
Q4 		$1.21M Sell
21,928
-1,183
-5% -$62.5K 0.13% 163
2025
Q3 		$1.19M Sell
23,111
-9,194
-28% -$449K 0.16% 140
2025
Q2 		$1.53M Buy
32,305
+766
+2% +$32.2K 0.29% 94
2025
Q1 		$1.32M Sell
31,539
-7,682
-20% -$342K 0.3% 87
2024
Q4 		$1.72M Buy
39,221
+22,420
+133% +$986K 0.45% 56
2024
Q3 		$667K Sell
16,801
-372
-2% -$14.9K 0.18% 120
2024
Q2 		$683K Buy
17,173
+7,345
+75% +$281K 0.21% 115
2024
Q1 		$373K Sell
9,828
-379
-4% -$13K 0.13% 147
2023
Q4 		$344K Sell
10,207
-3,037
-23% -$88.4K 0.14% 138
2023
Q3 		$363K Buy
13,244
+530
+4% +$15.7K 0.07% 163
2023
Q2 		$365K Buy
12,714
+4,843
+62% +$138K 0.07% 157
2023
Q1 		$225K Buy
7,871
+1,320
+20% +$43.6K 0.03% 201
2022
Q4 		$217K Buy
+6,551
New +$226K 0.04% 182

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

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

Gateway Wealth Partners reduced its Bank of America (BAC) stake by 39% in Q2 2026, selling an estimated $1.55M and leaving 44,920 shares worth $2.56M. The position accounts for 0.15% of the portfolio, ranked #166.

Gateway Wealth Partners first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.62M in Q1 2026. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Gateway Wealth Partners held 44,920 shares of Bank of America worth $2.56M as of Q2 2026.
  • Gateway Wealth Partners sold 29,237 Bank of America shares in Q2 2026, an estimated $1.55M.
  • Bank of America made up 0.15% of Gateway Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • Gateway Wealth Partners first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Bank of America position peaked at $3.62M in Q1 2026.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.