Highline Wealth Partners
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Highline Wealth Partners’s Bank of America BAC Stock Holding History

Highline Wealth 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 		$203K Buy
3,724
+1,771
+91% +$108K 0.04% 125
2026
Q2 		$111K Buy
1,953
+840
+75% +$44.7K 0.02% 158
2026
Q1 		$54.3K Buy
1,113
+312
+39% +$16.1K 0.01% 172
2025
Q4 		$44K Buy
801
+34
+4% +$1.8K 0.01% 146
2025
Q3 		$39.6K Buy
767
+146
+24% +$7.12K 0.01% 174
2025
Q2 		$29.4K Sell
621
-536
-46% -$22.6K 0.01% 174
2025
Q1 		$48.3K Buy
1,157
+313
+37% +$13.9K 0.02% 135
2024
Q4 		$37.1K Buy
844
+510
+153% +$22.4K 0.01% 144
2024
Q3 		$13.2K Sell
334
-241
-42% -$9.7K ﹤0.01% 221
2024
Q2 		$22.9K Buy
575
+403
+234% +$15.4K 0.01% 166
2024
Q1 		$6.54K Hold
172
– – ﹤0.01% 251
2023
Q4 		$5.8K Sell
172
-1,109
-87% -$32.3K ﹤0.01% 237
2023
Q3 		$35.1K Buy
1,281
+9
+0.7% +$266 0.02% 125
2023
Q2 		$36.5K Hold
1,272
– – 0.02% 115
2023
Q1 		$36.4K Buy
1,272
+1,091
+603% +$36K 0.02% 112
2022
Q4 		$6K Hold
181
– – ﹤0.01% 169
2022
Q3 		$5.47K Buy
+181
New +$6.05K ﹤0.01% 158

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Highline Wealth Partners's BAC Position: Q3 2026 in Review

Highline Wealth Partners increased its Bank of America (BAC) stake by 91% in Q3 2026, buying an estimated $108K and bringing the position to 3,724 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #125.

Highline Wealth Partners first reported a position in BAC in Q3 2022 and has held it in 17 quarters since. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Highline Wealth Partners held 3,724 shares of Bank of America worth $203K as of Q3 2026.
  • Highline Wealth Partners bought 1,771 Bank of America shares in Q3 2026, an estimated $108K.
  • Bank of America made up 0.04% of Highline Wealth Partners's portfolio in Q3 2026, its #125 holding.
  • Highline Wealth Partners first reported a position in Bank of America in Q3 2022 and has held it in 17 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.