Oxinas Partners Wealth Management’s Bank of America BAC Stock Holding History

Oxinas Partners Wealth Management’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	$371K	Hold	6,509	–	–	0.15%	103
2026 Q1	$317K	Hold	6,509	–	–	0.15%	105
2025 Q4	$358K	Hold	6,509	–	–	0.17%	91
2025 Q3	$336K	Hold	6,509	–	–	0.18%	90
2025 Q2	$308K	Hold	6,509	–	–	0.16%	101
2025 Q1	$272K	Sell	6,509 -76	-1%	-$3.39K	0.16%	99
2024 Q4	$289K	Sell	6,585 -409	-6%	-$18K	0.17%	97
2024 Q3	$278K	Sell	6,994 -1,037	-13%	-$41.6K	0.17%	93
2024 Q2	$319K	Sell	8,031 -15	-0.2%	-$575	0.21%	95
2024 Q1	$305K	Sell	8,046 -680	-8%	-$23.3K	0.2%	93
2023 Q4	$294K	Sell	8,726 -10	-0.1%	-$291	0.21%	85
2023 Q3	$239K	Sell	8,736 -3,804	-30%	-$113K	0.18%	94
2023 Q2	$360K	Buy	+12,540	New	+$358K	0.24%	83

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxinas Partners Wealth Management's BAC Position: Q2 2026 in Review

Oxinas Partners Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 6,509 shares worth $371K. The position accounts for 0.15% of the portfolio, ranked #103.

Oxinas Partners Wealth Management first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Oxinas Partners Wealth Management held 6,509 shares of Bank of America worth $371K as of Q2 2026.
Oxinas Partners Wealth Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.15% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #103 holding.
Oxinas Partners Wealth Management first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.