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NorthRock Partners’s Bank of America BAC Stock Holding History

NorthRock 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
Q1 		– Sell
-1,000
Closed -$55K – 684
2025
Q4 		$55K Buy
+1,000
New +$52.9K ﹤0.01% 606

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

NorthRock Partners's BAC Position: Q2 2026 in Review

NorthRock Partners increased its Bank of America (BAC) stake by 5.1% in Q2 2026, buying an estimated $201K and bringing the position to 78,359 shares worth $4.46M. The position accounts for 0.06% of the portfolio, ranked #133.

NorthRock Partners first reported a position in BAC in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.85M in Q3 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • NorthRock Partners held 78,359 shares of Bank of America worth $4.46M as of Q2 2026.
  • NorthRock Partners bought 3,771 Bank of America shares in Q2 2026, an estimated $201K.
  • Bank of America made up 0.06% of NorthRock Partners's portfolio in Q2 2026, its #133 holding.
  • NorthRock Partners first reported a position in Bank of America in Q3 2019 and has held it in 28 quarters since.
  • NorthRock Partners's Bank of America position peaked at $6.85M in Q3 2025.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.