LCWP
BAC icon

Legacy Capital Wealth Partners’s Bank of America BAC Stock Holding History

Legacy Capital 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 		$670K Buy
11,757
+84
+0.7% +$4.47K 0.13% 158
2026
Q1 		$569K Buy
11,673
+2,167
+23% +$112K 0.12% 183
2025
Q4 		$523K Buy
9,506
+181
+2% +$9.57K 0.11% 191
2025
Q3 		$481K Buy
9,325
+151
+2% +$7.37K 0.1% 211
2025
Q2 		$434K Buy
9,174
+420
+5% +$17.7K 0.1% 223
2025
Q1 		$365K Sell
8,754
-160
-2% -$7.13K 0.09% 244
2024
Q4 		$392K Buy
8,914
+378
+4% +$16.6K 0.1% 223
2024
Q3 		$339K Buy
8,536
+171
+2% +$6.85K 0.07% 258
2024
Q2 		$333K Buy
+8,365
New +$321K 0.08% 223
2024
Q1 		– Sell
-8,770
Closed -$295K – 135
2023
Q4 		$295K Buy
8,770
+338
+4% +$9.84K 0.08% 216
2023
Q3 		$231K Buy
+8,432
New +$249K 0.06% 249

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's BAC Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Bank of America (BAC) stake by 0.72% in Q2 2026, buying an estimated $4.47K and bringing the position to 11,757 shares worth $670K. The position accounts for 0.13% of the portfolio, ranked #158.

Legacy Capital Wealth Partners first reported a position in BAC in Q3 2023 and has held it in 11 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Legacy Capital Wealth Partners held 11,757 shares of Bank of America worth $670K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 84 Bank of America shares in Q2 2026, an estimated $4.47K.
  • Bank of America made up 0.13% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Legacy Capital Wealth Partners first reported a position in Bank of America in Q3 2023 and has held it in 11 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.