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Advus Financial Partners, LLC’s Bank of America BAC Stock Holding History

Advus Financial Partners, LLC’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 		$887K Buy
15,575
+51
+0.3% +$2.71K 0.2% 90
2026
Q1 		$757K Sell
15,524
-1,699
-10% -$87.7K 0.19% 93
2025
Q4 		$947K Sell
17,223
-1,284
-7% -$67.9K 0.23% 75
2025
Q3 		$955K Sell
18,507
-936
-5% -$45.7K 0.23% 72
2025
Q2 		$920K Sell
19,443
-2,782
-13% -$117K 0.24% 72
2025
Q1 		$927K Sell
22,225
-134
-0.6% -$5.97K 0.26% 60
2024
Q4 		$983K Buy
22,359
+778
+4% +$34.2K 0.28% 58
2024
Q3 		$856K Buy
21,581
+216
+1% +$8.66K 0.24% 62
2024
Q2 		$850K Sell
21,365
-2,983
-12% -$114K 0.26% 58
2024
Q1 		$923K Sell
24,348
-188
-0.8% -$6.45K 0.29% 54
2023
Q4 		$826K Sell
24,536
-1,658
-6% -$48.3K 0.28% 55
2023
Q3 		$717K Buy
26,194
+37
+0.1% +$1.09K 0.28% 57
2023
Q2 		$750K Buy
26,157
+5,978
+30% +$171K 0.29% 54
2023
Q1 		$577K Buy
20,179
+1,728
+9% +$57K 0.24% 62
2022
Q4 		$611K Sell
18,451
-3,994
-18% -$138K 0.27% 55
2022
Q3 		$678K Buy
22,445
+6,709
+43% +$224K 0.36% 45
2022
Q2 		$490K Buy
15,736
+2,727
+21% +$98.2K 0.26% 57
2022
Q1 		$536K Buy
+13,009
New +$587K 0.27% 56
2021
Q3 		$448K Buy
+10,061
New +$405K 0.25% 50

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

Advus Financial Partners, LLC's BAC Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Bank of America (BAC) stake by 0.33% in Q2 2026, buying an estimated $2.71K and bringing the position to 15,575 shares worth $887K. The position accounts for 0.2% of the portfolio, ranked #90.

Advus Financial Partners, LLC first reported a position in BAC in Q3 2021 and has held it in 19 quarters since. The position peaked at $983K in Q4 2024. 3,602 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Advus Financial Partners, LLC held 15,575 shares of Bank of America worth $887K as of Q2 2026.
  • Advus Financial Partners, LLC bought 51 Bank of America shares in Q2 2026, an estimated $2.71K.
  • Bank of America made up 0.2% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #90 holding.
  • Advus Financial Partners, LLC first reported a position in Bank of America in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Bank of America position peaked at $983K in Q4 2024.
  • 3,602 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.