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

Revolve 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 		$1.16M Buy
20,440
+5,184
+34% +$276K 0.12% 98
2026
Q1 		$744K Buy
15,256
+1,304
+9% +$67.3K 0.1% 100
2025
Q4 		$767K Sell
13,952
-779
-5% -$41.2K 0.09% 102
2025
Q3 		$760K Buy
14,731
+1,098
+8% +$53.6K 0.09% 100
2025
Q2 		$645K Sell
13,633
-499
-4% -$21K 0.08% 104
2025
Q1 		$590K Buy
14,132
+240
+2% +$10.7K 0.09% 104
2024
Q4 		$611K Sell
13,892
-2,052
-13% -$90.3K 0.09% 101
2024
Q3 		$633K Buy
15,944
+2,679
+20% +$107K 0.1% 95
2024
Q2 		$528K Buy
13,265
+368
+3% +$14.1K 0.09% 101
2024
Q1 		$489K Buy
12,897
+72
+0.6% +$2.47K 0.08% 107
2023
Q4 		$432K Sell
12,825
-193
-1% -$5.62K 0.08% 102
2023
Q3 		$356K Buy
13,018
+3,313
+34% +$98K 0.08% 105
2023
Q2 		$278K Sell
9,705
-585
-6% -$16.7K 0.07% 114
2023
Q1 		$294K Sell
10,290
-1,744
-14% -$57.6K 0.07% 110
2022
Q4 		$399K Buy
12,034
+3,130
+35% +$108K 0.11% 89
2022
Q3 		$269K Buy
8,904
+710
+9% +$23.7K 0.09% 100
2022
Q2 		$255K Sell
8,194
-15
-0.2% -$540 0.08% 105
2022
Q1 		$338K Sell
8,209
-117
-1% -$5.28K 0.1% 96
2021
Q4 		$370K Buy
+8,326
New +$379K 0.11% 94

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

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

Revolve Wealth Partners increased its Bank of America (BAC) stake by 34% in Q2 2026, buying an estimated $276K and bringing the position to 20,440 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #98.

Revolve Wealth Partners first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Revolve Wealth Partners held 20,440 shares of Bank of America worth $1.16M as of Q2 2026.
  • Revolve Wealth Partners bought 5,184 Bank of America shares in Q2 2026, an estimated $276K.
  • Bank of America made up 0.12% of Revolve Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Revolve Wealth Partners first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.