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LeClair Wealth Partners’s Bank of America BAC Stock Holding History

LeClair 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 		$344K Buy
+6,030
New +$321K 0.18% 86
2026
Q1 		– Sell
-6,097
Closed -$335K – 111
2025
Q4 		$335K Buy
6,097
+118
+2% +$6.24K 0.19% 70
2025
Q3 		$308K Sell
5,979
-19
-0.3% -$927 0.19% 71
2025
Q2 		$284K Sell
5,998
-121
-2% -$5.09K 0.19% 78
2025
Q1 		$255K Hold
6,119
– – 0.18% 81
2024
Q4 		$269K Buy
+6,119
New +$269K 0.18% 82

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

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

LeClair Wealth Partners opened a new position in Bank of America (BAC) in Q2 2026: 6,030 shares worth $344K. The stake represents 0.18% of the portfolio and ranks #86 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in BAC as recently as Q4 2025.

LeClair Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • LeClair Wealth Partners held 6,030 shares of Bank of America worth $344K as of Q2 2026.
  • Bank of America was a new LeClair Wealth Partners position in Q2 2026.
  • Bank of America made up 0.18% of LeClair Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • LeClair Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.