Ullmann Wealth Partners Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.2M | Buy |
56,110
+2,228
| +4% | +$118K | 0.29% | 42 |
|
|
2026
Q1 | $2.63M | Buy |
53,882
+2,057
| +4% | +$106K | 0.27% | 41 |
|
|
2025
Q4 | $2.77M | Buy |
51,825
+685
| +1% | +$36.2K | 0.29% | 41 |
|
|
2025
Q3 | $2.64M | Sell |
51,140
-2,000
| -4% | -$97.6K | 0.29% | 42 |
|
|
2025
Q2 | $2.51M | Buy |
53,140
+155
| +0.3% | +$6.52K | 0.3% | 41 |
|
|
2025
Q1 | $2.21M | Buy |
52,985
+842
| +2% | +$37.5K | 0.29% | 38 |
|
|
2024
Q4 | $2.29M | Hold |
52,143
| – | – | 0.3% | 38 |
|
|
2024
Q3 | $2.07M | Buy |
52,143
+20,544
| +65% | +$823K | 0.27% | 40 |
|
|
2024
Q2 | $1.26M | Buy |
31,599
+440
| +1% | +$16.9K | 0.18% | 46 |
|
|
2024
Q1 | $1.18M | Buy |
31,159
+674
| +2% | +$23.1K | 0.18% | 44 |
|
|
2023
Q4 | $1.03M | Buy |
30,485
+1,669
| +6% | +$48.6K | 0.17% | 42 |
|
|
2023
Q3 | $789K | Sell |
28,816
-373
| -1% | -$11K | 0.15% | 44 |
|
|
2023
Q2 | $837K | Sell |
29,189
-81
| -0.3% | -$2.31K | 0.17% | 44 |
|
|
2023
Q1 | $837K | Sell |
29,270
-801
| -3% | -$26.4K | 0.19% | 38 |
|
|
2022
Q4 | $996K | Buy |
30,071
+3
| +0% | +$103 | 0.24% | 34 |
|
|
2022
Q3 | $908K | Sell |
30,068
-278
| -0.9% | -$9.29K | 0.25% | 34 |
|
|
2022
Q2 | $945K | Hold |
30,346
| – | – | 0.26% | 36 |
|
|
2022
Q1 | $1.25M | Sell |
30,346
-614
| -2% | -$27.7K | 0.32% | 32 |
|
|
2021
Q4 | $1.38M | Hold |
30,960
| – | – | 0.37% | 29 |
|
|
2021
Q3 | $1.31M | Buy |
30,960
+1,206
| +4% | +$48.6K | 0.52% | 26 |
|
|
2021
Q2 | $1.23M | Sell |
29,754
-1,345
| -4% | -$55.1K | 0.51% | 26 |
|
|
2021
Q1 | $1.2M | Buy |
31,099
+201
| +0.7% | +$6.94K | 0.54% | 26 |
|
|
2020
Q4 | $937K | Buy |
30,898
+155
| +0.5% | +$4.15K | 0.47% | 29 |
|
|
2020
Q3 | $741K | Hold |
30,743
| – | – | 0.42% | 33 |
|
|
2020
Q2 | $730K | Buy |
30,743
+282
| +0.9% | +$6.66K | 0.45% | 28 |
|
|
2020
Q1 | $646K | Hold |
30,461
| – | – | 0.48% | 26 |
|
|
2019
Q4 | $1.07M | Sell |
30,461
-9,535
| -24% | -$308K | 0.65% | 24 |
|
|
2019
Q3 | $1.17M | Hold |
39,996
| – | – | 0.72% | 24 |
|
|
2019
Q2 | $1.16M | Sell |
39,996
-1,511
| -4% | -$43.6K | 0.72% | 23 |
|
|
2019
Q1 | $1.15M | Buy |
41,507
+3,294
| +9% | +$93.1K | 0.74% | 22 |
|
|
2018
Q4 | $942K | Hold |
38,213
| – | – | 0.7% | 22 |
|
|
2018
Q3 | $1.13M | Sell |
38,213
-1,513
| -4% | -$46.1K | 0.75% | 20 |
|
|
2018
Q2 | $1.12M | Hold |
39,726
| – | – | 0.77% | 19 |
|
|
2018
Q1 | $1.19M | Sell |
39,726
-3,641
| -8% | -$114K | 0.84% | 20 |
|
|
2017
Q4 | $1.31M | Sell |
43,367
-18,271
| -30% | -$504K | 0.9% | 20 |
|
|
2017
Q3 | $964K | Sell |
61,638
-2,138
| -3% | -$51.9K | 0.96% | 19 |
|
|
2017
Q2 | $1.55M | Buy |
63,776
+1,902
| +3% | +$44.3K | 1.11% | 17 |
|
|
2017
Q1 | $1.46M | Buy |
61,874
+3,188
| +5% | +$75.7K | 1.21% | 17 |
|
|
2016
Q4 | $1.37M | Buy |
+58,686
| New | +$1.13M | 1.3% | 15 |
|
Other funds holding BAC
Ullmann Wealth Partners Group's BAC Position: Q2 2026 in Review
Ullmann Wealth Partners Group increased its Bank of America (BAC) stake by 4.1% in Q2 2026, buying an estimated $118K and bringing the position to 56,110 shares worth $3.2M. The position accounts for 0.29% of the portfolio, ranked #42.
Ullmann Wealth Partners Group first reported a position in BAC in Q4 2016 and has held it in 39 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Ullmann Wealth Partners Group held 56,110 shares of Bank of America worth $3.2M as of Q2 2026.
- Ullmann Wealth Partners Group bought 2,228 Bank of America shares in Q2 2026, an estimated $118K.
- Bank of America made up 0.29% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #42 holding.
- Ullmann Wealth Partners Group first reported a position in Bank of America in Q4 2016 and has held it in 39 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.