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Newbridge Financial Services Group’s Bank of America BAC Stock Holding History

Newbridge Financial Services Group’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 		$143K Buy
2,508
+487
+24% +$25.9K 0.02% 284
2026
Q1 		$98.5K Buy
2,021
+674
+50% +$34.8K 0.02% 315
2025
Q4 		$74.1K Buy
1,347
+508
+61% +$26.9K 0.01% 359
2025
Q3 		$43.3K Sell
839
-9,190
-92% -$448K 0.01% 541
2025
Q2 		$475K Buy
10,029
+4,391
+78% +$185K 0.08% 190
2025
Q1 		$235K Sell
5,638
-1,745
-24% -$77.8K 0.06% 177
2024
Q4 		$324K Buy
+7,383
New +$325K 0.08% 164
2024
Q3 		– Sell
-4,055
Closed -$161K – 694
2024
Q2 		$161K Sell
4,055
-2,673
-40% -$102K 0.06% 208
2024
Q1 		$255K Buy
+6,728
New +$231K 0.11% 159
2023
Q4 		– Sell
-6,350
Closed -$174K – 1163
2023
Q3 		$174K Sell
6,350
-2,532
-29% -$74.9K 0.09% 204
2023
Q2 		$255K Sell
8,882
-8,582
-49% -$245K 0.12% 170
2023
Q1 		$499K Buy
17,464
+891
+5% +$29.4K 0.27% 81
2022
Q4 		$549K Sell
16,573
-1,925
-10% -$66.3K 0.32% 75
2022
Q3 		$559K Sell
18,498
-140
-0.8% -$4.68K 0.33% 67
2022
Q2 		$580K Buy
18,638
+2,713
+17% +$97.7K 0.36% 65
2022
Q1 		$656K Sell
15,925
-1,309
-8% -$59.1K 0.32% 62
2021
Q4 		$767K Buy
17,234
+1,345
+8% +$61.3K 0.36% 60
2021
Q3 		$674K Buy
15,889
+545
+4% +$22K 0.42% 43
2021
Q2 		$633K Buy
15,344
+182
+1% +$7.46K 0.39% 55
2021
Q1 		$587K Buy
15,162
+7,967
+111% +$275K 0.43% 47
2020
Q4 		$218K Buy
7,195
+37
+0.5% +$992 0.18% 128
2020
Q3 		$172K Buy
+7,158
New +$178K 0.17% 125

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

Newbridge Financial Services Group's BAC Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Bank of America (BAC) stake by 24% in Q2 2026, buying an estimated $25.9K and bringing the position to 2,508 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #284.

Newbridge Financial Services Group first reported a position in BAC in Q3 2020 and has held it in 22 quarters since. The position peaked at $767K in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Newbridge Financial Services Group held 2,508 shares of Bank of America worth $143K as of Q2 2026.
  • Newbridge Financial Services Group bought 487 Bank of America shares in Q2 2026, an estimated $25.9K.
  • Bank of America made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #284 holding.
  • Newbridge Financial Services Group first reported a position in Bank of America in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Bank of America position peaked at $767K in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.