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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
Q2 		$2.32M Buy
40,786
+695
+2% +$37K 0.05% 85
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Quotient Wealth Partners increased its Bank of America (BAC) stake by 1.7% in Q2 2026, buying an estimated $37K and bringing the position to 40,786 shares worth $2.32M. The position accounts for 0.05% of the portfolio, ranked #85.

Quotient Wealth Partners first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Quotient Wealth Partners held 40,786 shares of Bank of America worth $2.32M as of Q2 2026.
  • Quotient Wealth Partners bought 695 Bank of America shares in Q2 2026, an estimated $37K.
  • Bank of America made up 0.05% of Quotient Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Quotient Wealth Partners first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.