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McDonald Partners’s Bank of America BAC Stock Holding History

McDonald 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 Sell
10,264
-75,000
-88% -$3.99M 0.14% 141
2026
Q1 		$4.16M Buy
85,264
+75,200
+747% +$3.88M 0.98% 32
2025
Q4 		$554K Sell
10,064
-3,632
-27% -$192K 0.17% 123
2025
Q3 		$707K Sell
13,696
-35,795
-72% -$1.75M 0.21% 113
2025
Q2 		$2.34M Buy
49,491
+984
+2% +$41.4K 0.56% 49
2025
Q1 		$2.03M Sell
48,507
-1,194
-2% -$53.2K 0.53% 54
2024
Q4 		$2.18M Sell
49,701
-2,142
-4% -$94.2K 0.56% 48
2024
Q3 		$2.06M Sell
51,843
-3,762
-7% -$151K 0.51% 55
2024
Q2 		$2.21M Buy
55,605
+354
+0.6% +$13.6K 0.59% 43
2024
Q1 		$2.1M Sell
55,251
-1,604
-3% -$55.1K 0.58% 47
2023
Q4 		$1.91M Buy
56,855
+3,500
+7% +$102K 0.57% 46
2023
Q3 		$1.46M Sell
53,355
-7,533
-12% -$223K 0.48% 61
2023
Q2 		$1.75M Buy
60,888
+11,078
+22% +$316K 0.53% 52
2023
Q1 		$1.42M Buy
49,810
+2,947
+6% +$97.3K 0.46% 65
2022
Q4 		$1.55M Buy
46,863
+20,458
+77% +$705K 0.53% 53
2022
Q3 		$797K Sell
26,405
-1,582
-6% -$52.9K 0.3% 100
2022
Q2 		$871K Buy
27,987
+4,781
+21% +$172K 0.22% 123
2022
Q1 		$957K Buy
+23,206
New +$1.05M 0.21% 129
2021
Q4 		– Sell
-18,445
Closed -$783K – 561
2021
Q3 		$783K Sell
18,445
-271
-1% -$10.9K 0.18% 145
2021
Q2 		$772K Sell
18,716
-108
-0.6% -$4.43K 0.18% 137
2021
Q1 		$728K Buy
18,824
+234
+1% +$8.07K 0.19% 140
2020
Q4 		$563K Buy
+18,590
New +$498K 0.16% 154

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

McDonald Partners's BAC Position: Q2 2026 in Review

McDonald Partners reduced its Bank of America (BAC) stake by 88% in Q2 2026, selling an estimated $3.99M and leaving 10,264 shares worth $585K. The position accounts for 0.14% of the portfolio, ranked #141.

McDonald Partners first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.16M in Q1 2026. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • McDonald Partners held 10,264 shares of Bank of America worth $585K as of Q2 2026.
  • McDonald Partners sold 75,000 Bank of America shares in Q2 2026, an estimated $3.99M.
  • Bank of America made up 0.14% of McDonald Partners's portfolio in Q2 2026, its #141 holding.
  • McDonald Partners first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Bank of America position peaked at $4.16M in Q1 2026.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.