Global Retirement Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.3M | Buy |
+163,267
| New | +$8.68M | 0.14% | 135 |
|
|
2025
Q4 | $11M | Buy |
200,800
+88,295
| +78% | +$4.67M | 0.2% | 101 |
|
|
2025
Q3 | $5.8M | Sell |
112,505
-6,520
| -5% | -$318K | 0.13% | 143 |
|
|
2025
Q2 | $5.63M | Buy |
+119,025
| New | +$5.01M | 0.14% | 142 |
|
|
2024
Q4 | $5.35M | Buy |
121,747
+28,632
| +31% | +$1.26M | 0.15% | 129 |
|
|
2024
Q3 | $3.69M | Sell |
93,115
-8,930
| -9% | -$358K | 0.11% | 176 |
|
|
2024
Q2 | $4.06M | Buy |
102,045
+3,461
| +4% | +$133K | 0.13% | 159 |
|
|
2024
Q1 | $3.74M | Sell |
98,584
-556
| -0.6% | -$19.1K | 0.14% | 156 |
|
|
2023
Q4 | $3.18M | Buy |
99,140
+4,932
| +5% | +$144K | 0.13% | 157 |
|
|
2023
Q3 | $2.44M | Buy |
94,208
+1,215
| +1% | +$35.9K | 0.12% | 157 |
|
|
2023
Q2 | $2.67M | Buy |
92,993
+10,645
| +13% | +$304K | 0.13% | 147 |
|
|
2023
Q1 | $2.29M | Buy |
82,348
+4,480
| +6% | +$148K | 0.12% | 169 |
|
|
2022
Q4 | $2.58M | Buy |
77,868
+5,975
| +8% | +$206K | 0.18% | 131 |
|
|
2022
Q3 | $2.59M | Buy |
71,893
+1,078
| +2% | +$36K | 0.2% | 117 |
|
|
2022
Q2 | $2.2M | Buy |
70,815
+889
| +1% | +$32K | 0.18% | 129 |
|
|
2022
Q1 | $2.49M | Buy |
69,926
+13,162
| +23% | +$594K | 0.2% | 117 |
|
|
2021
Q4 | $2.52M | Sell |
56,764
-1,057
| -2% | -$48.2K | 1.95% | 12 |
|
|
2021
Q3 | $2.45M | Buy |
57,821
+9,247
| +19% | +$372K | 0.24% | 90 |
|
|
2021
Q2 | $2M | Buy |
48,574
+2,001
| +4% | +$82K | 0.21% | 111 |
|
|
2021
Q1 | $1.8M | Buy |
46,573
+3,291
| +8% | +$114K | 0.21% | 103 |
|
|
2020
Q4 | $1.31M | Sell |
43,282
-128,455
| -75% | -$3.44M | 0.16% | 126 |
|
|
2020
Q3 | $4.14M | Sell |
171,737
-8
| -0% | -$199 | 0.61% | 35 |
|
|
2020
Q2 | $4.08M | Sell |
171,745
-876
| -0.5% | -$20.7K | 0.65% | 32 |
|
|
2020
Q1 | $3.67M | Sell |
172,621
-16,802
| -9% | -$504K | 0.69% | 29 |
|
|
2019
Q4 | $6.67M | Sell |
189,423
-67
| -0% | -$2.17K | 1.02% | 17 |
|
|
2019
Q3 | $5.53M | Buy |
189,490
+2,754
| +1% | +$79.2K | 0.91% | 22 |
|
|
2019
Q2 | $5.42M | Buy |
186,736
+13,708
| +8% | +$395K | 1.04% | 19 |
|
|
2019
Q1 | $4.77M | Buy |
173,028
+1,815
| +1% | +$51.3K | 1.15% | 14 |
|
|
2018
Q4 | $4.22M | Buy |
171,213
+4,642
| +3% | +$126K | 1.08% | 15 |
|
|
2018
Q3 | $4.91M | Sell |
166,571
-1,607
| -1% | -$48.9K | 1.11% | 10 |
|
|
2018
Q2 | $4.74M | Buy |
168,178
+18,100
| +12% | +$540K | 1.2% | 10 |
|
|
2018
Q1 | $4.5M | Buy |
150,078
+7,408
| +5% | +$233K | 1.24% | 9 |
|
|
2017
Q4 | $4.21M | Buy |
142,670
+130,187
| +1,043% | +$3.59M | 1.16% | 10 |
|
|
2017
Q3 | $316K | Buy |
12,483
+4,489
| +56% | +$109K | 0.13% | 154 |
|
|
2017
Q2 | $194K | Buy |
7,994
+271
| +4% | +$6.32K | 0.09% | 205 |
|
|
2017
Q1 | $182K | Sell |
7,723
-72
| -0.9% | -$1.71K | 0.1% | 188 |
|
|
2016
Q4 | $172K | Buy |
+7,795
| New | +$150K | 0.12% | 169 |
|
Other funds holding BAC
Global Retirement Partners's BAC Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Bank of America (BAC) in Q2 2026: 163,267 shares worth $9.3M. The stake represents 0.14% of the portfolio and ranks #135 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BAC as recently as Q4 2025.
Global Retirement Partners first reported a position in BAC in Q4 2016 and has held it in 37 quarters since. The position peaked at $11M in Q4 2025. 3,602 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Global Retirement Partners held 163,267 shares of Bank of America worth $9.3M as of Q2 2026.
- Bank of America was a new Global Retirement Partners position in Q2 2026.
- Bank of America made up 0.14% of Global Retirement Partners's portfolio in Q2 2026, its #135 holding.
- Global Retirement Partners first reported a position in Bank of America in Q4 2016 and has held it in 37 quarters since.
- Global Retirement Partners's Bank of America position peaked at $11M in Q4 2025.
- 3,602 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.