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

Semus 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 		$565K Sell
11,589
-547
-5% -$28.2K 0.32% 55
2025
Q4 		$668K Sell
12,136
-197
-2% -$10.4K 0.36% 52
2025
Q3 		$636K Buy
12,333
+210
+2% +$10.2K 0.36% 50
2025
Q2 		$574K Buy
12,123
+979
+9% +$41.2K 0.37% 50
2025
Q1 		$465K Buy
11,144
+131
+1% +$5.84K 0.32% 56
2024
Q4 		$484K Sell
11,013
-267
-2% -$11.7K 0.32% 56
2024
Q3 		$448K Buy
11,280
+429
+4% +$17.2K 0.31% 61
2024
Q2 		$432K Sell
10,851
-52
-0.5% -$1.99K 0.33% 55
2024
Q1 		$413K Buy
10,903
+98
+0.9% +$3.36K 0.35% 67
2023
Q4 		$364K Sell
10,805
-1,194
-10% -$34.8K 0.3% 73
2023
Q3 		$329K Buy
11,999
+88
+0.7% +$2.6K 0.31% 75
2023
Q2 		$342K Buy
11,911
+91
+0.8% +$2.6K 0.31% 69
2023
Q1 		$338K Sell
11,820
-551
-4% -$18.2K 0.36% 68
2022
Q4 		$410K Buy
+12,371
New +$426K 0.5% 53

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

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

Semus Wealth Partners reduced its Bank of America (BAC) stake by 4.5% in Q1 2026, selling an estimated $28.2K and leaving 11,589 shares worth $565K. The position accounts for 0.32% of the portfolio, ranked #55.

Semus Wealth Partners first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $668K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Semus Wealth Partners held 11,589 shares of Bank of America worth $565K as of Q1 2026.
  • Semus Wealth Partners sold 547 Bank of America shares in Q1 2026, an estimated $28.2K.
  • Bank of America made up 0.32% of Semus Wealth Partners's portfolio in Q1 2026, its #55 holding.
  • Semus Wealth Partners first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's Bank of America position peaked at $668K in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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