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Advisor Resource Council’s Bank of America BAC Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-21,205
Closed -$856K – 221
2025
Q1 		$856K Buy
+21,205
New +$945K 0.07% 275
2024
Q4 		– Sell
-5,782
Closed -$229K – 90
2024
Q3 		$229K Sell
5,782
-4,858
-46% -$195K 0.1% 205
2024
Q2 		$17.1K Sell
10,640
-628
-6% -$24.1K 0.03% 33
2024
Q1 		$381K Sell
11,268
-10,536
-48% -$362K 0.16% 144
2023
Q4 		$734K Buy
21,804
+10,164
+87% +$296K 0.09% 226
2023
Q3 		$319K Sell
11,640
-133
-1% -$3.94K 0.16% 103
2023
Q2 		$338K Sell
11,773
-1,135
-9% -$32.4K 0.15% 108
2023
Q1 		$371K Buy
12,908
+657
+5% +$21.7K 0.09% 187
2022
Q4 		$406K Sell
12,251
-1,399
-10% -$48.2K 0.2% 91
2022
Q3 		$413K Sell
13,650
-25,643
-65% -$857K 0.28% 93
2022
Q2 		$1.22M Sell
39,293
-1,785
-4% -$64.3K 0.11% 176
2022
Q1 		$1.69M Sell
41,078
-58,268
-59% -$2.63M 0.51% 55
2021
Q4 		$4.42M Buy
99,346
+55,673
+127% +$2.54M 0.34% 57
2021
Q3 		$1.85M Sell
43,673
-21,336
-33% -$859K 0.56% 48
2021
Q2 		$2.68M Buy
+65,009
New +$2.66M 0.28% 79

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Resource Council's BAC Position: Q2 2025 in Review

Advisor Resource Council sold out of Bank of America (BAC) in Q2 2025, closing a stake of 21,205 shares — an estimated $856K sold.

Advisor Resource Council first reported a position in BAC in Q2 2021 and held it in 15 quarters. The position peaked at $4.42M in Q4 2021. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Advisor Resource Council reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 21,205 Bank of America shares in Q2 2025, an estimated $856K.
  • Advisor Resource Council first reported a position in Bank of America in Q2 2021 and held it in 15 quarters.
  • Advisor Resource Council's Bank of America position peaked at $4.42M in Q4 2021.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.