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BlueStem Wealth Partners, LLC

SEC CIK
0001977465
Latest filing
Aug 11, 2026

BAC holding history

Bank of America Corp in every 13F filed by BlueStem Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
12,524
Value
$713.6K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of BAC by BlueStem Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,524$713.6K0.1%+123+1.0%AddedHolders
Q1 202612,401$604.5K0.1%+6,649+115.6%AddedHolders
Q4 20255,752$316.4K<0.1%+98+1.7%AddedHolders
Q3 20255,654$291.7K<0.1%+407+7.8%AddedHolders
Q2 20255,247$248.3K<0.1%+5,247NewHolders