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Great Diamond Partners’s Bank of America BAC Stock Holding History

Great Diamond 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 		$790K Sell
13,861
-766
-5% -$40.7K 0.14% 140
2026
Q1 		$713K Sell
14,627
-1,188
-8% -$61.3K 0.14% 133
2025
Q4 		$870K Buy
15,815
+55
+0.3% +$2.91K 0.17% 124
2025
Q3 		$813K Buy
15,760
+3,584
+29% +$175K 0.16% 125
2025
Q2 		$576K Buy
12,176
+2,896
+31% +$122K 0.12% 140
2025
Q1 		$387K Buy
9,280
+1,184
+15% +$52.8K 0.11% 123
2024
Q4 		$356K Sell
8,096
-85
-1% -$3.74K 0.09% 132
2024
Q3 		$325K Sell
8,181
-5,265
-39% -$211K 0.08% 141
2024
Q2 		$535K Sell
13,446
-1,283
-9% -$49.2K 0.13% 125
2024
Q1 		$559K Buy
14,729
+773
+6% +$26.5K 0.13% 126
2023
Q4 		$470K Sell
13,956
-234
-2% -$6.81K 0.12% 137
2023
Q3 		$389K Sell
14,190
-683
-5% -$20.2K 0.11% 145
2023
Q2 		$427K Sell
14,873
-1,232
-8% -$35.2K 0.11% 140
2023
Q1 		$461K Sell
16,105
-455
-3% -$15K 0.13% 132
2022
Q4 		$548K Sell
16,560
-606
-4% -$20.9K 0.17% 116
2022
Q3 		$518K Sell
17,166
-2,769
-14% -$92.6K 0.18% 113
2022
Q2 		$620K Buy
19,935
+720
+4% +$25.9K 0.21% 98
2022
Q1 		$792K Sell
19,215
-120
-0.6% -$5.41K 0.22% 96
2021
Q4 		$860K Buy
19,335
+368
+2% +$16.8K 0.22% 95
2021
Q3 		$805K Sell
18,967
-218
-1% -$8.78K 0.22% 96
2021
Q2 		$790K Sell
19,185
-5,203
-21% -$213K 0.22% 94
2021
Q1 		$943K Sell
24,388
-221
-0.9% -$7.63K 0.29% 79
2020
Q4 		$745K Buy
24,609
+5,420
+28% +$145K 0.24% 77
2020
Q3 		$462K Buy
19,189
+342
+2% +$8.52K 0.17% 97
2020
Q2 		$447K Sell
18,847
-560
-3% -$13.2K 0.19% 86
2020
Q1 		$412K Buy
19,407
+1,947
+11% +$58.4K 0.21% 76
2019
Q4 		$614K Buy
+17,460
New +$564K 0.23% 73

Other funds holding BAC

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Great Diamond Partners's BAC Position: Q2 2026 in Review

Great Diamond Partners reduced its Bank of America (BAC) stake by 5.2% in Q2 2026, selling an estimated $40.7K and leaving 13,861 shares worth $790K. The position accounts for 0.14% of the portfolio, ranked #140.

Great Diamond Partners first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $943K in Q1 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Great Diamond Partners held 13,861 shares of Bank of America worth $790K as of Q2 2026.
  • Great Diamond Partners sold 766 Bank of America shares in Q2 2026, an estimated $40.7K.
  • Bank of America made up 0.14% of Great Diamond Partners's portfolio in Q2 2026, its #140 holding.
  • Great Diamond Partners first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Bank of America position peaked at $943K in Q1 2021.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.