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

Shepherd 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 		$2.94M Sell
60,403
-7
-0% -$361 0.28% 64
2025
Q4 		$3.32M Buy
60,410
+131
+0.2% +$6.92K 0.31% 62
2025
Q3 		$3.11M Buy
60,279
+189
+0.3% +$9.22K 0.3% 63
2025
Q2 		$2.84M Buy
60,090
+19,576
+48% +$824K 0.3% 58
2025
Q1 		$1.69M Buy
40,514
+1,380
+4% +$61.5K 0.2% 83
2024
Q4 		$1.72M Buy
39,134
+7,487
+24% +$329K 0.21% 73
2024
Q3 		$1.26M Sell
31,647
-123
-0.4% -$4.93K 0.15% 84
2024
Q2 		$1.26M Buy
31,770
+17
+0.1% +$652 0.16% 83
2024
Q1 		$1.2M Buy
31,753
+145
+0.5% +$4.98K 0.16% 89
2023
Q4 		$1.06M Buy
31,608
+261
+0.8% +$7.6K 0.15% 95
2023
Q3 		$858K Buy
31,347
+2,619
+9% +$77.5K 0.13% 97
2023
Q2 		$824K Buy
28,728
+1,105
+4% +$31.5K 0.13% 102
2023
Q1 		$790K Buy
27,623
+22
+0.1% +$726 0.13% 100
2022
Q4 		$914K Buy
27,601
+971
+4% +$33.4K 0.17% 84
2022
Q3 		$804K Buy
26,630
+963
+4% +$32.2K 0.16% 91
2022
Q2 		$799K Buy
25,667
+2,499
+11% +$90K 0.16% 89
2022
Q1 		$955K Buy
23,168
+3,007
+15% +$136K 0.17% 91
2021
Q4 		$896K Sell
20,161
-1,113
-5% -$50.7K 0.16% 90
2021
Q3 		$903K Buy
21,274
+1,234
+6% +$49.7K 0.17% 90
2021
Q2 		$826K Buy
20,040
+3,025
+18% +$124K 0.16% 93
2021
Q1 		$658K Buy
17,015
+27
+0.2% +$932 0.15% 103
2020
Q4 		$514K Buy
16,988
+865
+5% +$23.2K 0.12% 104
2020
Q3 		$388K Sell
16,123
-6,068
-27% -$151K 0.09% 102
2020
Q2 		$527K Sell
22,191
-831
-4% -$19.6K 0.14% 85
2020
Q1 		$489K Sell
23,022
-48,819
-68% -$1.46M 0.17% 81
2019
Q4 		$2.53M Buy
71,841
+4,077
+6% +$132K 0.59% 31
2019
Q3 		$1.98M Buy
67,764
+13,019
+24% +$374K 0.5% 40
2019
Q2 		$1.59M Sell
54,745
-176
-0.3% -$5.08K 0.3% 46
2019
Q1 		$1.51M Sell
54,921
-1,063
-2% -$30K 0.29% 49
2018
Q4 		$1.38M Sell
55,984
-22,571
-29% -$612K 0.3% 43
2018
Q3 		$2.22M Hold
78,555
– – 0.5% 32
2018
Q2 		$2.22M Sell
78,555
-922
-1% -$27.5K 0.5% 32
2018
Q1 		$2.38M Sell
79,477
-2,531
-3% -$79.5K 0.59% 28
2017
Q4 		$2.42M Buy
82,008
+15,715
+24% +$433K 0.57% 28
2017
Q3 		$1.71M Sell
66,293
-894
-1% -$21.7K 0.4% 41
2017
Q2 		$1.67M Sell
67,187
-344
-0.5% -$8.02K 0.41% 44
2017
Q1 		$1.57M Buy
67,531
+1,144
+2% +$27.1K 0.41% 45
2016
Q4 		$1.5M Buy
+66,387
New +$1.28M 0.42% 46

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

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

Shepherd Financial Partners reduced its Bank of America (BAC) stake by 0.01% in Q1 2026, selling an estimated $361 and leaving 60,403 shares worth $2.94M. The position accounts for 0.28% of the portfolio, ranked #64.

Shepherd Financial Partners first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.32M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Shepherd Financial Partners held 60,403 shares of Bank of America worth $2.94M as of Q1 2026.
  • Shepherd Financial Partners sold 7 Bank of America shares in Q1 2026, an estimated $361.
  • Bank of America made up 0.28% of Shepherd Financial Partners's portfolio in Q1 2026, its #64 holding.
  • Shepherd Financial Partners first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's Bank of America position peaked at $3.32M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.