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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
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

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ridgecrest Wealth Partners increased its Bank of America (BAC) stake by 0.86% in Q1 2026, buying an estimated $5.16K and bringing the position to 11,739 shares worth $572K. The position accounts for 0.32% of the portfolio, ranked #54.

Ridgecrest Wealth Partners first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $651K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Ridgecrest Wealth Partners held 11,739 shares of Bank of America worth $572K as of Q1 2026.
  • Ridgecrest Wealth Partners bought 100 Bank of America shares in Q1 2026, an estimated $5.16K.
  • Bank of America made up 0.32% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Ridgecrest Wealth Partners first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's Bank of America position peaked at $651K in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.