Southland Equity Partners’s Bank of America BAC Stock Holding History

Southland Equity 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	$574K	Buy	10,082 +618	+7%	+$32.9K	0.1%	149
2026 Q1	$461K	Buy	9,464 +463	+5%	+$23.9K	0.09%	160
2025 Q4	$495K	Buy	9,001 +54	+0.6%	+$2.85K	0.1%	144
2025 Q3	$462K	Buy	8,947 +163	+2%	+$7.95K	0.09%	149
2025 Q2	$416K	Sell	8,784 -24	-0.3%	-$1.01K	0.09%	143
2025 Q1	$368K	Sell	8,808 -208	-2%	-$9.27K	0.09%	152
2024 Q4	$396K	Buy	9,016 +231	+3%	+$10.2K	0.09%	143
2024 Q3	$349K	Buy	8,785 +723	+9%	+$29K	0.08%	155
2024 Q2	$321K	Buy	8,062 +63	+0.8%	+$2.41K	0.09%	142
2024 Q1	$303K	Sell	7,999 -3,005	-27%	-$103K	0.09%	156
2023 Q4	$370K	Sell	11,004 -545	-5%	-$15.9K	0.12%	116
2023 Q3	$316K	Buy	11,549 +1,918	+20%	+$56.7K	0.11%	129
2023 Q2	$276K	Buy	+9,631	New	+$275K	0.09%	151
2023 Q1	–	Sell	-6,255	Closed	-$207K	–	178
2022 Q4	$207K	Buy	+6,255	New	+$215K	0.08%	169
2022 Q3	–	Sell	-6,679	Closed	-$208K	–	161
2022 Q2	$208K	Hold	6,679	–	–	0.09%	156
2022 Q1	$275K	Sell	6,679 -4	-0.1%	-$180	0.11%	135
2021 Q4	$297K	Hold	6,683	–	–	0.12%	123
2021 Q3	$284K	Buy	6,683 +106	+2%	+$4.27K	0.13%	122
2021 Q2	$271K	Buy	6,577 +114	+2%	+$4.67K	0.13%	125
2021 Q1	$250K	Buy	+6,463	New	+$223K	0.14%	122

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Southland Equity Partners's BAC Position: Q2 2026 in Review

Southland Equity Partners increased its Bank of America (BAC) stake by 6.5% in Q2 2026, buying an estimated $32.9K and bringing the position to 10,082 shares worth $574K. The position accounts for 0.1% of the portfolio, ranked #149.

Southland Equity Partners first reported a position in BAC in Q1 2021 and has held it in 20 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Southland Equity Partners held 10,082 shares of Bank of America worth $574K as of Q2 2026.
Southland Equity Partners bought 618 Bank of America shares in Q2 2026, an estimated $32.9K.
Bank of America made up 0.1% of Southland Equity Partners's portfolio in Q2 2026, its #149 holding.
Southland Equity Partners first reported a position in Bank of America in Q1 2021 and has held it in 20 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.