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

Quotient 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	$1.95M	Sell	40,091 -1,232	-3%	-$63.6K	0.05%	87
2025 Q4	$2.27M	Sell	41,323 -1,127	-3%	-$59.6K	0.06%	80
2025 Q3	$2.19M	Buy	42,450 +1,291	+3%	+$63K	0.06%	78
2025 Q2	$1.95M	Buy	41,159 +2,823	+7%	+$119K	0.06%	76
2025 Q1	$1.6M	Sell	38,336 -235	-0.6%	-$10.5K	0.05%	86
2024 Q4	$1.7M	Buy	38,571 +1,538	+4%	+$67.7K	0.06%	75
2024 Q3	$1.47M	Sell	37,033 -2,599	-7%	-$104K	0.05%	80
2024 Q2	$1.58M	Buy	39,632 +1,544	+4%	+$59.2K	0.06%	75
2024 Q1	$1.44M	Sell	38,088 -4,532	-11%	-$156K	0.05%	93
2023 Q4	$1.44M	Buy	+42,620	New	+$1.24M	0.06%	95

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Quotient Wealth Partners reduced its Bank of America (BAC) stake by 3% in Q1 2026, selling an estimated $63.6K and leaving 40,091 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #87.

Quotient Wealth Partners first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.27M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Quotient Wealth Partners held 40,091 shares of Bank of America worth $1.95M as of Q1 2026.
Quotient Wealth Partners sold 1,232 Bank of America shares in Q1 2026, an estimated $63.6K.
Bank of America made up 0.05% of Quotient Wealth Partners's portfolio in Q1 2026, its #87 holding.
Quotient Wealth Partners first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Bank of America position peaked at $2.27M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.