AF
BAC icon

Apexium Financial’s Bank of America BAC Stock Holding History

Apexium Financial’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 		$906K Buy
17,558
+2,426
+16% +$118K 0.04% 138
2025
Q2 		$716K Buy
15,132
+1,217
+9% +$51.2K 0.04% 153
2025
Q1 		$581K Sell
13,915
-164
-1% -$7.31K 0.03% 158
2024
Q4 		$619K Buy
14,079
+36
+0.3% +$1.58K 0.04% 147
2024
Q3 		$557K Buy
14,043
+244
+2% +$9.78K 0.04% 136
2024
Q2 		$549K Buy
13,799
+246
+2% +$9.43K 0.04% 129
2024
Q1 		$516K Buy
13,553
+268
+2% +$9.2K 0.04% 137
2023
Q4 		$447K Buy
13,285
+1,371
+12% +$39.9K 0.03% 182
2023
Q3 		$326K Sell
11,914
-709
-6% -$21K 0.03% 164
2023
Q2 		$362K Buy
12,623
+169
+1% +$4.82K 0.03% 159
2023
Q1 		$356K Sell
12,454
-107
-0.9% -$3.53K 0.03% 156
2022
Q4 		$416K Buy
12,561
+1,044
+9% +$36K 0.04% 142
2022
Q3 		$348K Buy
+11,517
New +$385K 0.04% 144
2020
Q2 		– Sell
-19,861
Closed -$422K – 74
2020
Q1 		$422K Sell
19,861
-7,260
-27% -$218K 0.56% 34
2019
Q4 		$955K Buy
+27,121
New +$876K 1.23% 21

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

Apexium Financial's BAC Position: Q3 2025 in Review

Apexium Financial increased its Bank of America (BAC) stake by 16% in Q3 2025, buying an estimated $118K and bringing the position to 17,558 shares worth $906K. The position accounts for 0.04% of the portfolio, ranked #138.

Apexium Financial first reported a position in BAC in Q4 2019 and has held it in 15 quarters since. The position peaked at $955K in Q4 2019. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Apexium Financial held 17,558 shares of Bank of America worth $906K as of Q3 2025.
  • Apexium Financial bought 2,426 Bank of America shares in Q3 2025, an estimated $118K.
  • Bank of America made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #138 holding.
  • Apexium Financial first reported a position in Bank of America in Q4 2019 and has held it in 15 quarters since.
  • Apexium Financial's Bank of America position peaked at $955K in Q4 2019.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.