Precedent Wealth Partners’s Bank of America BAC Stock Holding History

Precedent 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	$2.98M	Buy	52,315 +1,059	+2%	+$56.3K	0.5%	59
2026 Q1	$2.5M	Buy	51,256 +1,159	+2%	+$59.8K	0.5%	62
2025 Q4	$2.76M	Buy	50,097 +1,337	+3%	+$70.7K	0.58%	56
2025 Q3	$2.52M	Buy	48,760 +2,594	+6%	+$127K	0.55%	55
2025 Q2	$2.18M	Buy	46,166 +6,004	+15%	+$253K	0.54%	54
2025 Q1	$1.68M	Buy	40,162 +5,898	+17%	+$263K	0.47%	60
2024 Q4	$1.51M	Buy	34,264 +400	+1%	+$17.6K	0.49%	57
2024 Q3	$1.34M	Buy	33,864 +5,222	+18%	+$209K	0.44%	62
2024 Q2	$1.14M	Buy	28,642 +1,585	+6%	+$60.7K	0.46%	59
2024 Q1	$1.03M	Buy	27,057 +2,653	+11%	+$91.1K	0.44%	60
2023 Q4	$822K	Buy	+24,404	New	+$711K	0.42%	65

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Precedent Wealth Partners's BAC Position: Q2 2026 in Review

Precedent Wealth Partners increased its Bank of America (BAC) stake by 2.1% in Q2 2026, buying an estimated $56.3K and bringing the position to 52,315 shares worth $2.98M. The position accounts for 0.5% of the portfolio, ranked #59.

Precedent Wealth Partners first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Precedent Wealth Partners held 52,315 shares of Bank of America worth $2.98M as of Q2 2026.
Precedent Wealth Partners bought 1,059 Bank of America shares in Q2 2026, an estimated $56.3K.
Bank of America made up 0.5% of Precedent Wealth Partners's portfolio in Q2 2026, its #59 holding.
Precedent Wealth Partners first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.