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Abich Financial Wealth Management’s Bank of America BAC Stock Holding History

Abich Financial 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 		$7.69K Buy
+149
New +$7.27K ﹤0.01% 484
2024
Q3 		– Sell
-176
Closed -$6.98K – 424
2024
Q2 		$6.98K Buy
176
+67
+61% +$2.57K ﹤0.01% 305
2024
Q1 		$4.13K Buy
+109
New +$3.74K ﹤0.01% 310

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

Abich Financial Wealth Management's BAC Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Bank of America (BAC) in Q3 2025: 149 shares worth $7.69K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in BAC as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in BAC in Q1 2024 and has held it in 3 quarters since. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Abich Financial Wealth Management held 149 shares of Bank of America worth $7.69K as of Q3 2025.
  • Bank of America was a new Abich Financial Wealth Management position in Q3 2025.
  • Bank of America made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #484 holding.
  • Abich Financial Wealth Management first reported a position in Bank of America in Q1 2024 and has held it in 3 quarters since.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.