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Golden State Equity Partners’s Bank of America BAC Stock Holding History

Golden State Equity 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 		$30.8K Sell
540
-91,171
-99% -$4.85M 0.08% 136
2026
Q1 		$4.47M Buy
91,711
+20,646
+29% +$1.07M 0.34% 61
2025
Q4 		$3.91M Buy
71,065
+1,100
+2% +$58.1K 0.63% 26
2025
Q3 		$3.61M Buy
69,965
+998
+1% +$48.7K 0.61% 30
2025
Q2 		$3.26M Sell
68,967
-6
-0% -$252 0.6% 30
2025
Q1 		$2.88M Buy
68,973
+971
+1% +$43.3K 0.57% 41
2024
Q4 		$2.99M Buy
68,002
+59,509
+701% +$2.62M 0.57% 35
2024
Q3 		$337K Sell
8,493
-54,510
-87% -$2.18M 0.18% 134
2024
Q2 		$2.51M Buy
+63,003
New +$2.41M 0.52% 39
2023
Q4 		$2.48M Sell
73,526
-159
-0.2% -$4.63K 0.6% 37
2023
Q3 		$2.02M Sell
73,685
-667
-0.9% -$19.7K 0.56% 43
2023
Q2 		$2.13M Buy
74,352
+13,647
+22% +$389K 0.6% 34
2023
Q1 		$1.74M Buy
+60,705
New +$2M 0.94% 30
2022
Q1 		$3.98M Buy
96,470
+2,679
+3% +$121K 2% 6
2021
Q4 		$4.17M Sell
93,791
-367
-0.4% -$16.7K 2.11% 9
2021
Q3 		$4M Buy
94,158
+3,316
+4% +$134K 1.63% 13
2021
Q2 		$3.75M Buy
90,842
+10,374
+13% +$425K 1.44% 15
2021
Q1 		$3.11M Buy
80,468
+9,474
+13% +$327K 1.78% 13
2020
Q4 		$2.15M Buy
+70,994
New +$1.9M 1.48% 8

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Golden State Equity Partners's BAC Position: Q2 2026 in Review

Golden State Equity Partners reduced its Bank of America (BAC) stake by 99% in Q2 2026, selling an estimated $4.85M and leaving 540 shares worth $30.8K. The position accounts for 0.08% of the portfolio, ranked #136.

Golden State Equity Partners first reported a position in BAC in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.47M in Q1 2026. 1,794 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Golden State Equity Partners held 540 shares of Bank of America worth $30.8K as of Q2 2026.
  • Golden State Equity Partners sold 91,171 Bank of America shares in Q2 2026, an estimated $4.85M.
  • Bank of America made up 0.08% of Golden State Equity Partners's portfolio in Q2 2026, its #136 holding.
  • Golden State Equity Partners first reported a position in Bank of America in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's Bank of America position peaked at $4.47M in Q1 2026.
  • 1,794 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.