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Guardian Partners’s Bank of America BAC Stock Holding History

Guardian 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
Q1 		$741K Buy
15,165
+1
+0% +$52 0.06% 127
2025
Q4 		$837K Buy
15,164
+1,115
+8% +$58.9K 0.07% 137
2025
Q3 		$712K Sell
14,049
-600
-4% -$29.3K 0.06% 133
2025
Q2 		$686K Buy
14,649
+100
+0.7% +$4.21K 0.06% 130
2025
Q1 		$564K Hold
14,549
– – 0.06% 127
2024
Q4 		$672K Buy
+14,549
New +$640K 0.07% 119

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Partners's BAC Position: Q1 2026 in Review

Guardian Partners increased its Bank of America (BAC) stake by 0.01% in Q1 2026, buying an estimated $52 and bringing the position to 15,165 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #127.

Guardian Partners first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $837K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Guardian Partners held 15,165 shares of Bank of America worth $741K as of Q1 2026.
  • Guardian Partners bought 1 Bank of America share in Q1 2026, an estimated $52.
  • Bank of America made up 0.06% of Guardian Partners's portfolio in Q1 2026, its #127 holding.
  • Guardian Partners first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Bank of America position peaked at $837K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.