GP
BAC icon

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
Q2 		$681K Sell
11,959
-3,206
-21% -$171K 0.06% 135
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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guardian Partners's BAC Position: Q2 2026 in Review

Guardian Partners reduced its Bank of America (BAC) stake by 21% in Q2 2026, selling an estimated $171K and leaving 11,959 shares worth $681K. The position accounts for 0.06% of the portfolio, ranked #135.

Guardian Partners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $837K in Q4 2025. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Guardian Partners held 11,959 shares of Bank of America worth $681K as of Q2 2026.
  • Guardian Partners sold 3,206 Bank of America shares in Q2 2026, an estimated $171K.
  • Bank of America made up 0.06% of Guardian Partners's portfolio in Q2 2026, its #135 holding.
  • Guardian Partners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Bank of America position peaked at $837K in Q4 2025.
  • 3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.