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AdvisorShares Investments’s Bank of America BAC Stock Holding History

AdvisorShares Investments’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
Q4 		– Sell
-9,350
Closed -$482K – 294
2025
Q3 		$482K Buy
+9,350
New +$456K 0.08% 165

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AdvisorShares Investments's BAC Position: Q4 2025 in Review

AdvisorShares Investments sold out of Bank of America (BAC) in Q4 2025, closing a stake of 9,350 shares — an estimated $482K sold.

AdvisorShares Investments first reported a position in BAC in Q3 2025 and held it in 1 quarter. The position peaked at $482K in Q3 2025. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • AdvisorShares Investments reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 9,350 Bank of America shares in Q4 2025, an estimated $482K.
  • AdvisorShares Investments first reported a position in Bank of America in Q3 2025 and held it in 1 quarter.
  • AdvisorShares Investments's Bank of America position peaked at $482K in Q3 2025.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on AdvisorShares Investments's 13F filing for Q4 2025, filed 10 Feb 2026.