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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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return