Private Wealth Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $487K | Sell |
9,983
-832
| -8% | -$42.9K | 0.04% | 127 |
|
|
2025
Q4 | $595K | Buy |
10,815
+1
| +0% | +$53 | 0.04% | 119 |
|
|
2025
Q3 | $558K | Sell |
10,814
-264
| -2% | -$12.9K | 0.04% | 120 |
|
|
2025
Q2 | $524K | Buy |
11,078
+4
| +0% | +$168 | 0.04% | 125 |
|
|
2025
Q1 | $462K | Buy |
11,074
+4
| +0% | +$178 | 0.04% | 125 |
|
|
2024
Q4 | $487K | Sell |
11,070
-6,892
| -38% | -$303K | 0.04% | 128 |
|
|
2024
Q3 | $713K | Sell |
17,962
-2,000
| -10% | -$80.2K | 0.06% | 104 |
|
|
2024
Q2 | $794K | Hold |
19,962
| – | – | 0.06% | 97 |
|
|
2024
Q1 | $757K | Buy |
19,962
+6,752
| +51% | +$232K | 0.06% | 91 |
|
|
2023
Q4 | $445K | Sell |
13,210
-300
| -2% | -$8.73K | 0.04% | 118 |
|
|
2023
Q3 | $370K | Sell |
13,510
-51,253
| -79% | -$1.52M | 0.04% | 113 |
|
|
2023
Q2 | $1.86M | Sell |
64,763
-14,106
| -18% | -$403K | 0.17% | 57 |
|
|
2023
Q1 | $2.26M | Buy |
78,869
+5,433
| +7% | +$179K | 0.23% | 51 |
|
|
2022
Q4 | $2.43M | Sell |
73,436
-1,453
| -2% | -$50K | 0.28% | 50 |
|
|
2022
Q3 | $2.26M | Buy |
74,889
+1,000
| +1% | +$33.4K | 0.29% | 47 |
|
|
2022
Q2 | $2.3M | Sell |
73,889
-5,444
| -7% | -$196K | 0.27% | 51 |
|
|
2022
Q1 | $3.27M | Sell |
79,333
-2,909
| -4% | -$131K | 0.29% | 52 |
|
|
2021
Q4 | $3.66M | Sell |
82,242
-20,422
| -20% | -$930K | 0.31% | 50 |
|
|
2021
Q3 | $4.36M | Sell |
102,664
-900
| -0.9% | -$36.3K | 0.4% | 45 |
|
|
2021
Q2 | $4.27M | Buy |
103,564
+1,350
| +1% | +$55.3K | 0.39% | 45 |
|
|
2021
Q1 | $3.96M | Sell |
102,214
-8,600
| -8% | -$297K | 0.42% | 43 |
|
|
2020
Q4 | $3.36M | Sell |
110,814
-17,000
| -13% | -$456K | 0.36% | 46 |
|
|
2020
Q3 | $3.08M | Sell |
127,814
-43,935
| -26% | -$1.09M | 0.36% | 45 |
|
|
2020
Q2 | $4.08M | Sell |
171,749
-29,750
| -15% | -$703K | 0.56% | 39 |
|
|
2020
Q1 | $4.28M | Sell |
201,499
-192,780
| -49% | -$5.78M | 0.72% | 32 |
|
|
2019
Q4 | $13.9M | Sell |
394,279
-3,911
| -1% | -$126K | 1.89% | 19 |
|
|
2019
Q3 | $11.6M | Sell |
398,190
-5,797
| -1% | -$167K | 1.81% | 19 |
|
|
2019
Q2 | $11.7M | Sell |
403,987
-1,768
| -0.4% | -$51K | 1.8% | 19 |
|
|
2019
Q1 | $11.2M | Sell |
405,755
-11,793
| -3% | -$333K | 1.84% | 18 |
|
|
2018
Q4 | $10.3M | Buy |
417,548
+228,242
| +121% | +$6.19M | 1.99% | 18 |
|
|
2018
Q3 | $5.58M | Buy |
189,306
+6,856
| +4% | +$209K | 0.85% | 36 |
|
|
2018
Q2 | $5.14M | Buy |
182,450
+6,881
| +4% | +$205K | 0.86% | 36 |
|
|
2018
Q1 | $5.26M | Buy |
175,569
+14,809
| +9% | +$465K | 0.92% | 37 |
|
|
2017
Q4 | $4.75M | Buy |
160,760
+20,460
| +15% | +$564K | 0.88% | 37 |
|
|
2017
Q3 | $3.56M | Sell |
140,300
-1,400
| -1% | -$34K | 0.71% | 44 |
|
|
2017
Q2 | $3.44M | Buy |
+141,700
| New | +$3.3M | 0.75% | 41 |
|
Other funds holding BAC
VCM
VPM
Private Wealth Partners's BAC Position: Q1 2026 in Review
Private Wealth Partners reduced its Bank of America (BAC) stake by 7.7% in Q1 2026, selling an estimated $42.9K and leaving 9,983 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #127.
Private Wealth Partners first reported a position in BAC in Q2 2017 and has held it in 36 quarters since. The position peaked at $13.9M in Q4 2019. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Private Wealth Partners held 9,983 shares of Bank of America worth $487K as of Q1 2026.
- Private Wealth Partners sold 832 Bank of America shares in Q1 2026, an estimated $42.9K.
- Bank of America made up 0.04% of Private Wealth Partners's portfolio in Q1 2026, its #127 holding.
- Private Wealth Partners first reported a position in Bank of America in Q2 2017 and has held it in 36 quarters since.
- Private Wealth Partners's Bank of America position peaked at $13.9M in Q4 2019.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.