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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
Q2 		$920K Buy
16,151
+1,100
+7% +$58.5K 0.04% 129
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 $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

Root Financial Partners's BAC Position: Q2 2026 in Review

Root Financial Partners increased its Bank of America (BAC) stake by 7.3% in Q2 2026, buying an estimated $58.5K and bringing the position to 16,151 shares worth $920K. The position accounts for 0.04% of the portfolio, ranked #129.

Root Financial Partners first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Root Financial Partners held 16,151 shares of Bank of America worth $920K as of Q2 2026.
  • Root Financial Partners bought 1,100 Bank of America shares in Q2 2026, an estimated $58.5K.
  • Bank of America made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #129 holding.
  • Root Financial Partners first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.