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Impact Partnership Wealth’s Bank of America BAC Stock Holding History

Impact Partnership Wealth’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 		$349K Buy
+6,129
New +$326K 0.03% 318
2024
Q2 		– Sell
-3,617
Closed -$137K – 251
2024
Q1 		$137K Buy
3,617
+2,118
+141% +$72.7K 0.05% 218
2023
Q4 		$50.5K Sell
1,499
-745
-33% -$21.7K 0.02% 322
2023
Q3 		$61.4K Buy
2,244
+2,015
+880% +$59.6K 0.02% 369
2023
Q2 		$6.57K Buy
+229
New +$6.54K ﹤0.01% 463

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

Impact Partnership Wealth's BAC Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Bank of America (BAC) in Q2 2026: 6,129 shares worth $349K. The stake represents 0.03% of the portfolio and ranks #318 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in BAC as recently as Q1 2024.

Impact Partnership Wealth first reported a position in BAC in Q2 2023 and has held it in 5 quarters since. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Impact Partnership Wealth held 6,129 shares of Bank of America worth $349K as of Q2 2026.
  • Bank of America was a new Impact Partnership Wealth position in Q2 2026.
  • Bank of America made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #318 holding.
  • Impact Partnership Wealth first reported a position in Bank of America in Q2 2023 and has held it in 5 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.