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Atlas Private Wealth Advisors’s Bank of America BAC Stock Holding History

Atlas Private Wealth Advisors’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
-8,396
Closed -$397K – 143
2025
Q2 		$397K Sell
8,396
-324
-4% -$13.6K 0.05% 132
2025
Q1 		$364K Buy
8,720
+1,552
+22% +$69.2K 0.05% 131
2024
Q4 		$315K Hold
7,168
– – 0.04% 130
2024
Q3 		$284K Hold
7,168
– – 0.04% 128
2024
Q2 		$285K Buy
+7,168
New +$275K 0.05% 126
2024
Q1 		– Sell
-7,470
Closed -$252K – 114
2023
Q4 		$252K Sell
7,470
-776
-9% -$22.6K 0.05% 139
2023
Q3 		$226K Hold
8,246
– – 0.04% 164
2023
Q2 		$237K Buy
+8,246
New +$235K 0.05% 165
2022
Q1 		– Sell
-6,297
Closed -$280K – 137
2021
Q4 		$280K Sell
6,297
-1,134
-15% -$51.7K 0.13% 121
2021
Q3 		$315K Sell
7,431
-385
-5% -$15.5K 0.16% 113
2021
Q2 		$322K Sell
7,816
-641
-8% -$26.3K 0.17% 94
2021
Q1 		$327K Sell
8,457
-122
-1% -$4.21K 0.18% 93
2020
Q4 		$260K Sell
8,579
-393
-4% -$10.5K 0.17% 94
2020
Q3 		$216K Sell
8,972
-2,879
-24% -$71.7K 0.18% 95
2020
Q2 		$281K Buy
+11,851
New +$280K 0.25% 84

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

Atlas Private Wealth Advisors's BAC Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Bank of America (BAC) in Q3 2025, closing a stake of 8,396 shares — an estimated $397K sold.

Atlas Private Wealth Advisors first reported a position in BAC in Q2 2020 and held it in 15 quarters. The position peaked at $397K in Q2 2025. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 8,396 Bank of America shares in Q3 2025, an estimated $397K.
  • Atlas Private Wealth Advisors first reported a position in Bank of America in Q2 2020 and held it in 15 quarters.
  • Atlas Private Wealth Advisors's Bank of America position peaked at $397K in Q2 2025.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.