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AHL Investment Management’s Bank of America BAC Stock Holding History

AHL Investment 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 		– Sell
-5,953
Closed -$282K – 70
2025
Q2 		$282K Hold
5,953
– – 0.19% 59
2025
Q1 		$248K Buy
5,953
+303
+5% +$13.5K 0.17% 62
2024
Q4 		$248K Sell
5,650
-150
-3% -$6.6K 0.17% 64
2024
Q3 		$230K Hold
5,800
– – 0.16% 63
2024
Q2 		$231K Sell
5,800
-150
-3% -$5.75K 0.17% 63
2024
Q1 		$226K Sell
5,950
-2
-0% -$69 0.17% 64
2023
Q4 		$200K Buy
+5,952
New +$173K 0.16% 63
2023
Q1 		– Sell
-6,121
Closed -$203K – 62
2022
Q4 		$203K Buy
+6,121
New +$211K 0.19% 61
2022
Q2 		– Sell
-6,121
Closed -$252K – 58
2022
Q1 		$252K Sell
6,121
-350
-5% -$15.8K 0.23% 55
2021
Q4 		$288K Buy
+6,471
New +$295K 0.26% 56

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

AHL Investment Management's BAC Position: Q3 2025 in Review

AHL Investment Management sold out of Bank of America (BAC) in Q3 2025, closing a stake of 5,953 shares — an estimated $282K sold.

AHL Investment Management first reported a position in BAC in Q4 2021 and held it in 10 quarters. The position peaked at $288K in Q4 2021. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • AHL Investment Management reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • AHL Investment Management sold 5,953 Bank of America shares in Q3 2025, an estimated $282K.
  • AHL Investment Management first reported a position in Bank of America in Q4 2021 and held it in 10 quarters.
  • AHL Investment Management's Bank of America position peaked at $288K in Q4 2021.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.