Holistic Financial Partners’s Bank of America BAC Stock Holding History

Holistic Financial 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	$280K	Sell	5,744 -2,152	-27%	-$111K	0.1%	104
2025 Q4	$434K	Buy	7,896 +183	+2%	+$9.67K	0.16%	66
2025 Q3	$398K	Sell	7,713 -1,214	-14%	-$59.2K	0.16%	70
2025 Q2	$422K	Buy	+8,927	New	+$376K	0.18%	62
2021 Q3	–	Sell	-5,915	Closed	-$244K	–	103
2021 Q2	$244K	Sell	5,915 -66	-1%	-$2.71K	0.15%	98
2021 Q1	$231K	Buy	+5,981	New	+$206K	0.15%	97
2018 Q2	–	Sell	-4,244	Closed	-$127K	–	63
2018 Q1	$127K	Sell	4,244 -483	-10%	-$15.2K	0.11%	94
2017 Q4	$140K	Buy	+4,727	New	+$130K	0.12%	94

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holistic Financial Partners's BAC Position: Q1 2026 in Review

Holistic Financial Partners reduced its Bank of America (BAC) stake by 27% in Q1 2026, selling an estimated $111K and leaving 5,744 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #104.

Holistic Financial Partners first reported a position in BAC in Q4 2017 and has held it in 8 quarters since. The position peaked at $434K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Holistic Financial Partners held 5,744 shares of Bank of America worth $280K as of Q1 2026.
Holistic Financial Partners sold 2,152 Bank of America shares in Q1 2026, an estimated $111K.
Bank of America made up 0.1% of Holistic Financial Partners's portfolio in Q1 2026, its #104 holding.
Holistic Financial Partners first reported a position in Bank of America in Q4 2017 and has held it in 8 quarters since.
Holistic Financial Partners's Bank of America position peaked at $434K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.