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

Wise 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 Q2	–	Sell	-5,845	Closed	-$285K	–	48
2026 Q1	$285K	Hold	5,845	–	–	0.39%	47
2025 Q4	$321K	Hold	5,845	–	–	0.46%	43
2025 Q3	$302K	Hold	5,845	–	–	0.46%	47
2025 Q2	$277K	Buy	+5,845	New	+$246K	0.46%	46

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

Wise Wealth Partners's BAC Position: Q2 2026 in Review

Wise Wealth Partners sold out of Bank of America (BAC) in Q2 2026, closing a stake of 5,845 shares — an estimated $285K sold.

Wise Wealth Partners first reported a position in BAC in Q2 2025 and held it in 4 quarters. The position peaked at $321K in Q4 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Wise Wealth Partners reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
Wise Wealth Partners sold 5,845 Bank of America shares in Q2 2026, an estimated $285K.
Wise Wealth Partners first reported a position in Bank of America in Q2 2025 and held it in 4 quarters.
Wise Wealth Partners's Bank of America position peaked at $321K in Q4 2025.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.