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1858 Wealth Management’s Bank of America BAC Stock Holding History

1858 Wealth Management’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
2025
Q3 		$309K Sell
5,982
-444
-7% -$21.7K 0.22% 71
2025
Q2 		$304K Buy
6,426
+289
+5% +$12.2K 0.22% 79
2025
Q1 		$256K Buy
6,137
+1,445
+31% +$64.4K 0.22% 93
2024
Q4 		$206K Buy
+4,692
New +$206K 0.16% 118

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1858 Wealth Management's BAC Position: Q3 2025 in Review

1858 Wealth Management reduced its Bank of America (BAC) stake by 6.9% in Q3 2025, selling an estimated $21.7K and leaving 5,982 shares worth $309K. The position accounts for 0.22% of the portfolio, ranked #71.

1858 Wealth Management first reported a position in BAC in Q4 2024 and has held it in 4 quarters since. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • 1858 Wealth Management held 5,982 shares of Bank of America worth $309K as of Q3 2025.
  • 1858 Wealth Management sold 444 Bank of America shares in Q3 2025, an estimated $21.7K.
  • Bank of America made up 0.22% of 1858 Wealth Management's portfolio in Q3 2025, its #71 holding.
  • 1858 Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 4 quarters since.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.