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Royal Harbor Partners’s Bank of America BAC Stock Holding History

Royal Harbor 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 		$216K Buy
+3,795
New +$202K 0.07% 54
2026
Q1 		– Sell
-3,748
Closed -$206K – 52
2025
Q4 		$206K Buy
+3,748
New +$198K 0.07% 50
2023
Q1 		– Sell
-70,649
Closed -$2.34M – 78
2022
Q4 		$2.34M Sell
70,649
-4,475
-6% -$154K 1.45% 24
2022
Q3 		$2.27M Sell
75,124
-2,063
-3% -$69K 1.55% 16
2022
Q2 		$2.4M Buy
77,187
+39,743
+106% +$1.43M 1.64% 21
2022
Q1 		$1.54M Sell
37,444
-2,347
-6% -$106K 0.99% 28
2021
Q4 		$1.77M Buy
39,791
+1,221
+3% +$55.6K 1.12% 22
2021
Q3 		$1.64M Buy
38,570
+359
+0.9% +$14.5K 1.16% 24
2021
Q2 		$1.57M Sell
38,211
-723
-2% -$29.6K 1.05% 25
2021
Q1 		$1.51M Sell
38,934
-5,283
-12% -$182K 1.15% 21
2020
Q4 		$1.34M Buy
+44,217
New +$1.19M 1.12% 19
2020
Q1 		– Sell
-5,691
Closed -$200K – 68
2019
Q4 		$200K Buy
+5,691
New +$184K 0.19% 59

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

Royal Harbor Partners's BAC Position: Q2 2026 in Review

Royal Harbor Partners opened a new position in Bank of America (BAC) in Q2 2026: 3,795 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #54 among its holdings. This is a return to the name: Royal Harbor Partners previously reported a position in BAC as recently as Q4 2025.

Royal Harbor Partners first reported a position in BAC in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.4M in Q2 2022. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Royal Harbor Partners held 3,795 shares of Bank of America worth $216K as of Q2 2026.
  • Bank of America was a new Royal Harbor Partners position in Q2 2026.
  • Bank of America made up 0.07% of Royal Harbor Partners's portfolio in Q2 2026, its #54 holding.
  • Royal Harbor Partners first reported a position in Bank of America in Q4 2019 and has held it in 12 quarters since.
  • Royal Harbor Partners's Bank of America position peaked at $2.4M in Q2 2022.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.