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

Pursue 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
Q1 		– Sell
-12,205
Closed -$671K – 104
2025
Q4 		$671K Sell
12,205
-6,826
-36% -$361K 0.33% 55
2025
Q3 		$982K Hold
19,031
– – 0.54% 48
2025
Q2 		$901K Hold
19,031
– – 0.51% 49
2025
Q1 		$794K Hold
19,031
– – 0.48% 52
2024
Q4 		$836K Hold
19,031
– – 0.48% 51
2024
Q3 		$755K Hold
19,031
– – 0.41% 47
2024
Q2 		$757K Buy
19,031
+1,475
+8% +$56.5K 0.41% 49
2024
Q1 		$666K Sell
17,556
-11,954
-41% -$410K 0.39% 50
2023
Q4 		$994K Buy
29,510
+5,673
+24% +$165K 0.64% 40
2023
Q3 		$653K Sell
23,837
-3,094
-11% -$91.5K 0.46% 49
2023
Q2 		$773K Sell
26,931
-37,028
-58% -$1.06M 0.48% 50
2023
Q1 		$1.83M Sell
63,959
-22,495
-26% -$743K 1.25% 30
2022
Q4 		$2.86M Sell
86,454
-5,782
-6% -$199K 2.21% 11
2022
Q3 		$2.79M Sell
92,236
-33,953
-27% -$1.14M 2% 14
2022
Q2 		$3.93M Sell
126,189
-24,113
-16% -$868K 2.5% 8
2022
Q1 		$5.92M Buy
150,302
+21,148
+16% +$954K 2.45% 11
2021
Q4 		$5.75M Buy
+129,154
New +$5.88M 2.22% 12

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pursue Wealth Partners's BAC Position: Q1 2026 in Review

Pursue Wealth Partners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 12,205 shares — an estimated $671K sold.

Pursue Wealth Partners first reported a position in BAC in Q4 2021 and held it in 17 quarters. The position peaked at $5.92M in Q1 2022. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Pursue Wealth Partners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Pursue Wealth Partners sold 12,205 Bank of America shares in Q1 2026, an estimated $671K.
  • Pursue Wealth Partners first reported a position in Bank of America in Q4 2021 and held it in 17 quarters.
  • Pursue Wealth Partners's Bank of America position peaked at $5.92M in Q1 2022.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.