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Atticus Wealth Management’s Bank of America BAC Stock Holding History

Atticus Wealth 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
-2,069
Closed -$97.9K – 238
2025
Q2 		$97.9K Buy
2,069
+34
+2% +$1.43K 0.03% 243
2025
Q1 		$84.9K Hold
2,035
– – 0.03% 182
2024
Q4 		$89.4K Hold
2,035
– – 0.03% 173
2024
Q3 		$80.7K Hold
2,035
– – 0.03% 195
2024
Q2 		$80.9K Sell
2,035
-146
-7% -$5.59K 0.03% 186
2024
Q1 		$82.7K Sell
2,181
-2,000
-48% -$68.7K 0.03% 188
2023
Q4 		$141K Buy
4,181
+146
+4% +$4.25K 0.05% 140
2023
Q3 		$110K Hold
4,035
– – 0.04% 168
2023
Q2 		$116K Sell
4,035
-4,776
-54% -$136K 0.04% 166
2023
Q1 		$252K Sell
8,811
-3,000
-25% -$99K 0.1% 115
2022
Q4 		$391K Hold
11,811
– – 0.16% 88
2022
Q3 		$368K Hold
11,811
– – 0.18% 78
2022
Q2 		$368K Hold
11,811
– – 0.15% 92
2022
Q1 		$487K Buy
11,811
+3,000
+34% +$135K 0.18% 88
2021
Q4 		$392K Buy
8,811
+8,776
+25,074% +$400K 0.15% 90
2021
Q3 		$1K Hold
35
– – ﹤0.01% 389
2021
Q2 		$1K Hold
35
– – ﹤0.01% 357
2021
Q1 		$1K Hold
35
– – ﹤0.01% 325
2020
Q4 		$1K Hold
35
– – ﹤0.01% 320
2020
Q3 		$1K Hold
35
– – ﹤0.01% 295
2020
Q2 		$1K Sell
35
-379
-92% -$8.96K ﹤0.01% 283
2020
Q1 		$9K Sell
414
-12
-3% -$360 0.01% 233
2019
Q4 		$15K Buy
+426
New +$13.8K 0.01% 232

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

Atticus Wealth Management's BAC Position: Q3 2025 in Review

Atticus Wealth Management sold out of Bank of America (BAC) in Q3 2025, closing a stake of 2,069 shares — an estimated $97.9K sold.

Atticus Wealth Management first reported a position in BAC in Q4 2019 and held it in 23 quarters. The position peaked at $487K in Q1 2022. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Atticus Wealth Management reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2,069 Bank of America shares in Q3 2025, an estimated $97.9K.
  • Atticus Wealth Management first reported a position in Bank of America in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Bank of America position peaked at $487K in Q1 2022.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.