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

Ridgecrest 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
Q3 		$659K Sell
12,107
-13
-0.1% -$792 0.3% 51
2026
Q2 		$691K Buy
12,120
+381
+3% +$20.3K 0.33% 50
2026
Q1 		$572K Buy
11,739
+100
+0.9% +$5.16K 0.32% 54
2025
Q4 		$640K Sell
11,639
-978
-8% -$51.7K 0.35% 47
2025
Q3 		$651K Hold
12,617
– – 0.29% 59
2025
Q2 		$597K Sell
12,617
-1,265
-9% -$53.2K 0.32% 57
2025
Q1 		$579K Buy
13,882
+2,000
+17% +$89.1K 0.3% 57
2024
Q4 		$522K Hold
11,882
– – 0.28% 58
2024
Q3 		$471K Buy
11,882
+85
+0.7% +$3.41K 0.25% 67
2024
Q2 		$469K Hold
11,797
– – 0.28% 61
2024
Q1 		$447K Buy
11,797
+30
+0.3% +$1.03K 0.27% 62
2023
Q4 		$396K Sell
11,767
-8
-0.1% -$233 0.26% 62
2023
Q3 		$322K Sell
11,775
-480
-4% -$14.2K 0.23% 70
2023
Q2 		$352K Sell
12,255
-100
-0.8% -$2.85K 0.23% 68
2023
Q1 		$353K Hold
12,355
– – 0.25% 62
2022
Q4 		$409K Buy
12,355
+100
+0.8% +$3.44K 0.31% 58
2022
Q3 		$370K Buy
12,255
+25
+0.2% +$836 0.3% 60
2022
Q2 		$381K Hold
12,230
– – 0.28% 61
2022
Q1 		$504K Hold
12,230
– – 0.32% 60
2021
Q4 		$544K Hold
12,230
– – 0.26% 70
2021
Q3 		$519K Buy
12,230
+3,644
+42% +$147K 0.28% 67
2021
Q2 		$354K Buy
8,586
+986
+13% +$40.4K 0.22% 81
2021
Q1 		$294K Buy
+7,600
New +$262K 0.28% 68

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Ridgecrest Wealth Partners's BAC Position: Q3 2026 in Review

Ridgecrest Wealth Partners reduced its Bank of America (BAC) stake by 0.11% in Q3 2026, selling an estimated $792 and leaving 12,107 shares worth $659K. The position accounts for 0.3% of the portfolio, ranked #51.

Ridgecrest Wealth Partners first reported a position in BAC in Q1 2021 and has held it in 23 quarters since. The position peaked at $691K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Ridgecrest Wealth Partners held 12,107 shares of Bank of America worth $659K as of Q3 2026.
  • Ridgecrest Wealth Partners sold 13 Bank of America shares in Q3 2026, an estimated $792.
  • Bank of America made up 0.3% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #51 holding.
  • Ridgecrest Wealth Partners first reported a position in Bank of America in Q1 2021 and has held it in 23 quarters since.
  • Ridgecrest Wealth Partners's Bank of America position peaked at $691K in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.