Premier Path Wealth Partners’s Bank of America BAC Stock Holding History

Premier Path 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	$3.77M	Buy	66,237 +7,084	+12%	+$377K	0.43%	55
2026 Q1	$2.88M	Buy	59,153 +3,199	+6%	+$165K	0.38%	57
2025 Q4	$3.08M	Buy	55,954 +8,572	+18%	+$453K	0.4%	56
2025 Q3	$2.44M	Buy	47,382 +1,069	+2%	+$52.2K	0.31%	69
2025 Q2	$2.19M	Buy	46,313 +3,182	+7%	+$134K	0.31%	75
2025 Q1	$1.8M	Sell	43,131 -1,500	-3%	-$66.8K	0.28%	85
2024 Q4	$1.96M	Buy	44,631 +451	+1%	+$19.8K	0.3%	79
2024 Q3	$1.75M	Sell	44,180 -151	-0.3%	-$6.05K	0.28%	89
2024 Q2	$1.76M	Buy	44,331 +2,255	+5%	+$86.4K	0.3%	81
2024 Q1	$1.6M	Buy	42,076 +2,274	+6%	+$78.1K	0.3%	88
2023 Q4	$1.34M	Buy	+39,802	New	+$1.16M	0.3%	82

Other funds holding BAC

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Premier Path Wealth Partners's BAC Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $377K and bringing the position to 66,237 shares worth $3.77M. The position accounts for 0.43% of the portfolio, ranked #55.

Premier Path Wealth Partners first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,496 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Premier Path Wealth Partners held 66,237 shares of Bank of America worth $3.77M as of Q2 2026.
Premier Path Wealth Partners bought 7,084 Bank of America shares in Q2 2026, an estimated $377K.
Bank of America made up 0.43% of Premier Path Wealth Partners's portfolio in Q2 2026, its #55 holding.
Premier Path Wealth Partners first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
1,496 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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