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WealthCare Investment Partners’s Bank of America BAC Stock Holding History

WealthCare Investment 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 		$752K Buy
13,206
+140
+1% +$7.45K 0.18% 100
2026
Q1 		$637K Hold
13,066
– – 0.18% 103
2025
Q4 		$731K Buy
13,066
+65
+0.5% +$3.44K 0.21% 92
2025
Q3 		$659K Buy
13,001
+69
+0.5% +$3.37K 0.21% 97
2025
Q2 		$633K Sell
12,932
-65
-0.5% -$2.73K 0.23% 90
2025
Q1 		$480K Sell
12,997
-101
-0.8% -$4.5K 0.2% 93
2024
Q4 		$580K Buy
13,098
+211
+2% +$9.28K 0.25% 81
2024
Q3 		$515K Sell
12,887
-74
-0.6% -$2.97K 0.23% 84
2024
Q2 		$515K Buy
12,961
+150
+1% +$5.75K 0.24% 80
2024
Q1 		$486K Sell
12,811
-2,155
-14% -$74K 0.23% 84
2023
Q4 		$511K Buy
14,966
+1,818
+14% +$52.9K 0.28% 77
2023
Q3 		$351K Buy
13,148
+68
+0.5% +$2.01K 0.21% 83
2023
Q2 		$380K Sell
13,080
-234
-2% -$6.68K 0.23% 78
2023
Q1 		$381K Buy
13,314
+276
+2% +$9.11K 0.23% 87
2022
Q4 		$432K Sell
13,038
-472
-3% -$16.3K 0.29% 75
2022
Q3 		$408K Buy
13,510
+726
+6% +$24.3K 0.34% 72
2022
Q2 		$398K Buy
12,784
+82
+0.6% +$2.95K 0.34% 68
2022
Q1 		$493K Sell
12,702
-12
-0.1% -$541 0.44% 58
2021
Q4 		$566K Buy
+12,714
New +$579K 0.55% 46

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

WealthCare Investment Partners's BAC Position: Q2 2026 in Review

WealthCare Investment Partners increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $7.45K and bringing the position to 13,206 shares worth $752K. The position accounts for 0.18% of the portfolio, ranked #100.

WealthCare Investment Partners first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • WealthCare Investment Partners held 13,206 shares of Bank of America worth $752K as of Q2 2026.
  • WealthCare Investment Partners bought 140 Bank of America shares in Q2 2026, an estimated $7.45K.
  • Bank of America made up 0.18% of WealthCare Investment Partners's portfolio in Q2 2026, its #100 holding.
  • WealthCare Investment Partners first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.