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

Strategic 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 		$679K Buy
13,933
+116
+0.8% +$5.99K 0.05% 174
2025
Q4 		$760K Sell
13,817
-48
-0.3% -$2.54K 0.05% 169
2025
Q3 		$715K Buy
13,865
+341
+3% +$16.6K 0.05% 188
2025
Q2 		$640K Buy
+13,524
New +$569K 0.05% 186
2024
Q4 		$778K Buy
16,800
+137
+0.8% +$6.03K 0.06% 167
2024
Q3 		$661K Sell
16,663
-1,023
-6% -$41K 0.06% 176
2024
Q2 		$703K Buy
17,686
+354
+2% +$13.6K 0.07% 166
2024
Q1 		$657K Buy
17,332
+5,515
+47% +$189K 0.07% 163
2023
Q4 		$398K Sell
11,817
-2,037
-15% -$59.3K 0.05% 207
2023
Q3 		$379K Buy
13,854
+2,210
+19% +$65.4K 0.05% 225
2023
Q2 		$334K Buy
11,644
+3,531
+44% +$101K 0.04% 238
2023
Q1 		$232K Buy
+8,113
New +$268K 0.04% 239
2022
Q2 		– Sell
-8,850
Closed -$365K – 247
2022
Q1 		$365K Buy
+8,850
New +$399K 0.07% 196
2019
Q4 		– Sell
-250
Closed -$7 – 162
2019
Q3 		$7 Hold
250
– – ﹤0.01% 606
2019
Q2 		$7K Hold
250
– – ﹤0.01% 598
2019
Q1 		$7K Sell
250
-52
-17% -$1.47K ﹤0.01% 588
2018
Q4 		$8K Buy
302
+32
+12% +$868 ﹤0.01% 517
2018
Q3 		$8K Hold
270
– – ﹤0.01% 520
2018
Q2 		$8K Buy
270
+126
+88% +$3.76K ﹤0.01% 591
2018
Q1 		$4K Buy
144
+124
+620% +$3.9K ﹤0.01% 667
2017
Q4 		$1K Buy
+20
New +$551 ﹤0.01% 721

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

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

Strategic Wealth Partners increased its Bank of America (BAC) stake by 0.84% in Q1 2026, buying an estimated $5.99K and bringing the position to 13,933 shares worth $679K. The position accounts for 0.05% of the portfolio, ranked #174.

Strategic Wealth Partners first reported a position in BAC in Q4 2017 and has held it in 21 quarters since. The position peaked at $778K in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Strategic Wealth Partners held 13,933 shares of Bank of America worth $679K as of Q1 2026.
  • Strategic Wealth Partners bought 116 Bank of America shares in Q1 2026, an estimated $5.99K.
  • Bank of America made up 0.05% of Strategic Wealth Partners's portfolio in Q1 2026, its #174 holding.
  • Strategic Wealth Partners first reported a position in Bank of America in Q4 2017 and has held it in 21 quarters since.
  • Strategic Wealth Partners's Bank of America position peaked at $778K in Q4 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.