Adero Partners’s Bank of America BAC Stock Holding History

Adero 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
2025 Q1	$353K	Buy	8,456 +468	+6%	+$20.9K	0.02%	157
2024 Q4	$351K	Buy	7,988 +996	+14%	+$43.8K	0.02%	153
2024 Q3	$277K	Buy	6,992 +961	+16%	+$38.5K	0.02%	178
2024 Q2	$240K	Buy	+6,031	New	+$231K	0.02%	180
2023 Q1	–	Sell	-20,660	Closed	-$684K	–	164
2022 Q4	$684K	Sell	20,660 -2,219	-10%	-$76.4K	0.08%	78
2022 Q3	$802K	Buy	22,879 +393	+2%	+$13.1K	0.1%	74
2022 Q2	$693K	Sell	22,486 -4,721	-17%	-$170K	0.1%	77
2022 Q1	$1.12M	Buy	27,207 +25	+0.1%	+$1.13K	0.16%	62
2021 Q4	$1.21M	Sell	27,182 -7	-0%	-$319	0.2%	58
2021 Q3	$1.15M	Sell	27,189 -476	-2%	-$19.2K	0.21%	54
2021 Q2	$1.14M	Buy	27,665 +1,682	+6%	+$68.9K	0.26%	46
2021 Q1	$1M	Buy	+25,983	New	+$897K	0.45%	42
2020 Q4	–	Sell	-19,202	Closed	-$463K	–	85
2020 Q3	$463K	Buy	+19,202	New	+$478K	0.37%	47
2020 Q1	–	Sell	-6,670	Closed	-$235K	–	72
2019 Q4	$235K	Buy	+6,670	New	+$216K	0.26%	68

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adero Partners's BAC Position: Q1 2025 in Review

Adero Partners increased its Bank of America (BAC) stake by 5.9% in Q1 2025, buying an estimated $20.9K and bringing the position to 8,456 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #157.

Adero Partners first reported a position in BAC in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2021. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Adero Partners held 8,456 shares of Bank of America worth $353K as of Q1 2025.
Adero Partners bought 468 Bank of America shares in Q1 2025, an estimated $20.9K.
Bank of America made up 0.02% of Adero Partners's portfolio in Q1 2025, its #157 holding.
Adero Partners first reported a position in Bank of America in Q4 2019 and has held it in 14 quarters since.
Adero Partners's Bank of America position peaked at $1.21M in Q4 2021.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.