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Isthmus Partners’s Bank of America BAC Stock Holding History

Isthmus 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 		$222K Buy
+3,902
New +$208K 0.02% 217
2018
Q4 		– Sell
-221
Closed -$7K – 147
2018
Q3 		$7K Hold
221
– – ﹤0.01% 253
2018
Q2 		$6K Hold
221
– – ﹤0.01% 243
2018
Q1 		$7K Hold
221
– – ﹤0.01% 236
2017
Q4 		$7K Hold
221
– – ﹤0.01% 246
2017
Q3 		$6K Buy
+221
New +$5.36K ﹤0.01% 257
2017
Q2 		– Sell
-680
Closed -$16K – 281
2017
Q1 		$16K Hold
680
– – ﹤0.01% 230
2016
Q4 		$15K Buy
+680
New +$13.1K ﹤0.01% 232

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

Isthmus Partners's BAC Position: Q2 2026 in Review

Isthmus Partners opened a new position in Bank of America (BAC) in Q2 2026: 3,902 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: Isthmus Partners previously reported a position in BAC as recently as Q3 2018.

Isthmus Partners first reported a position in BAC in Q4 2016 and has held it in 8 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Isthmus Partners held 3,902 shares of Bank of America worth $222K as of Q2 2026.
  • Bank of America was a new Isthmus Partners position in Q2 2026.
  • Bank of America made up 0.02% of Isthmus Partners's portfolio in Q2 2026, its #217 holding.
  • Isthmus Partners first reported a position in Bank of America in Q4 2016 and has held it in 8 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.