Impact Capital Partners’s Bank of America BAC Stock Holding History

Impact Capital 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	$585K	Buy	10,274 +109	+1%	+$5.8K	0.16%	123
2026 Q1	$496K	Sell	10,165 -730	-7%	-$37.7K	0.15%	139
2025 Q4	$599K	Buy	10,895 +451	+4%	+$23.8K	0.18%	118
2025 Q3	$539K	Buy	10,444 +586	+6%	+$28.6K	0.16%	130
2025 Q2	$466K	Buy	9,858 +252	+3%	+$10.6K	0.15%	150
2025 Q1	$401K	Buy	9,606 +465	+5%	+$20.7K	0.15%	161
2024 Q4	$402K	Buy	+9,141	New	+$402K	0.14%	166

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Impact Capital Partners's BAC Position: Q2 2026 in Review

Impact Capital Partners increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $5.8K and bringing the position to 10,274 shares worth $585K. The position accounts for 0.16% of the portfolio, ranked #123.

Impact Capital Partners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q4 2025. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Impact Capital Partners held 10,274 shares of Bank of America worth $585K as of Q2 2026.
Impact Capital Partners bought 109 Bank of America shares in Q2 2026, an estimated $5.8K.
Bank of America made up 0.16% of Impact Capital Partners's portfolio in Q2 2026, its #123 holding.
Impact Capital Partners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Bank of America position peaked at $599K in Q4 2025.
1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.