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Verum Partners’s Bank of America BAC Stock Holding History

Verum 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 		$8.93M Buy
156,712
+3,679
+2% +$196K 1.34% 15
2026
Q1 		$7.46M Buy
153,033
+95,379
+165% +$4.92M 1.42% 15
2025
Q4 		$3.17M Buy
57,654
+44,578
+341% +$2.36M 0.64% 35
2025
Q3 		$675K Buy
13,076
+881
+7% +$43K 0.14% 76
2025
Q2 		$577K Sell
12,195
-93
-0.8% -$3.91K 0.13% 85
2025
Q1 		$513K Sell
12,288
-482
-4% -$21.5K 0.14% 84
2024
Q4 		$561K Buy
12,770
+92
+0.7% +$4.05K 0.16% 77
2024
Q3 		$503K Sell
12,678
-308
-2% -$12.3K 0.15% 87
2024
Q2 		$516K Buy
12,986
+798
+7% +$30.6K 0.17% 78
2024
Q1 		$462K Sell
12,188
-723
-6% -$24.8K 0.16% 87
2023
Q4 		$435K Sell
12,911
-4,790
-27% -$139K 0.17% 85
2023
Q3 		$485K Buy
17,701
+30
+0.2% +$888 0.22% 75
2023
Q2 		$507K Buy
17,671
+8,943
+102% +$255K 0.46% 46
2023
Q1 		$250K Buy
8,728
+454
+5% +$15K 0.27% 56
2022
Q4 		$274K Buy
+8,274
New +$285K 0.34% 55

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Verum Partners's BAC Position: Q2 2026 in Review

Verum Partners increased its Bank of America (BAC) stake by 2.4% in Q2 2026, buying an estimated $196K and bringing the position to 156,712 shares worth $8.93M. The position accounts for 1.34% of the portfolio, ranked #15.

Verum Partners first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Verum Partners held 156,712 shares of Bank of America worth $8.93M as of Q2 2026.
  • Verum Partners bought 3,679 Bank of America shares in Q2 2026, an estimated $196K.
  • Bank of America made up 1.34% of Verum Partners's portfolio in Q2 2026, its #15 holding.
  • Verum Partners first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.