HWP
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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
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 		$13.3K Sell
334
-241
-42% -$9.66K ﹤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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Highline Wealth Partners's BAC Position: Q2 2026 in Review

Highline Wealth Partners increased its Bank of America (BAC) stake by 75% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,953 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #158.

Highline Wealth Partners first reported a position in BAC in Q3 2022 and has held it in 16 quarters since. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Highline Wealth Partners held 1,953 shares of Bank of America worth $111K as of Q2 2026.
  • Highline Wealth Partners bought 840 Bank of America shares in Q2 2026, an estimated $44.7K.
  • Bank of America made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Highline Wealth Partners first reported a position in Bank of America in Q3 2022 and has held it in 16 quarters since.
  • 739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.