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Root Financial Partners’s Bank of America BAC Stock Holding History

Root Financial 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 		$734K Buy
15,051
+2,466
+20% +$127K 0.03% 126
2025
Q4 		$692K Buy
12,585
+240
+2% +$12.7K 0.04% 128
2025
Q3 		$637K Buy
12,345
+658
+6% +$32.1K 0.04% 119
2025
Q2 		$553K Buy
11,687
+4,433
+61% +$187K 0.05% 116
2025
Q1 		$303K Sell
7,254
-385
-5% -$17.2K 0.03% 153
2024
Q4 		$336K Buy
7,639
+2,538
+50% +$112K 0.04% 145
2024
Q3 		$202K Buy
+5,101
New +$204K 0.03% 148

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

Root Financial Partners's BAC Position: Q1 2026 in Review

Root Financial Partners increased its Bank of America (BAC) stake by 20% in Q1 2026, buying an estimated $127K and bringing the position to 15,051 shares worth $734K. The position accounts for 0.03% of the portfolio, ranked #126.

Root Financial Partners first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Root Financial Partners held 15,051 shares of Bank of America worth $734K as of Q1 2026.
  • Root Financial Partners bought 2,466 Bank of America shares in Q1 2026, an estimated $127K.
  • Bank of America made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #126 holding.
  • Root Financial Partners first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.