Great Diamond Partners
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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
Q3 		$727K Sell
13,361
-500
-4% -$30.5K 0.12% 142
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Great Diamond Partners's BAC Position: Q3 2026 in Review

Great Diamond Partners reduced its Bank of America (BAC) stake by 3.6% in Q3 2026, selling an estimated $30.5K and leaving 13,361 shares worth $727K. The position accounts for 0.12% of the portfolio, ranked #142.

Great Diamond Partners first reported a position in BAC in Q4 2019 and has held it in 28 quarters since. The position peaked at $943K in Q1 2021. 2,335 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Great Diamond Partners held 13,361 shares of Bank of America worth $727K as of Q3 2026.
  • Great Diamond Partners sold 500 Bank of America shares in Q3 2026, an estimated $30.5K.
  • Bank of America made up 0.12% of Great Diamond Partners's portfolio in Q3 2026, its #142 holding.
  • Great Diamond Partners first reported a position in Bank of America in Q4 2019 and has held it in 28 quarters since.
  • Great Diamond Partners's Bank of America position peaked at $943K in Q1 2021.
  • 2,335 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.