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Austin Private Wealth’s Bank of America BAC Stock Holding History

Austin Private Wealth’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 		$881K Sell
16,009
-290
-2% -$15.3K 0.07% 118
2025
Q3 		$841K Sell
16,299
-1,376
-8% -$67.1K 0.06% 121
2025
Q2 		$836K Buy
17,675
+762
+5% +$32.1K 0.07% 123
2025
Q1 		$706K Buy
16,913
+924
+6% +$41.2K 0.06% 125
2024
Q4 		$703K Buy
15,989
+4,933
+45% +$217K 0.07% 120
2024
Q3 		$439K Buy
11,056
+352
+3% +$14.1K 0.04% 154
2024
Q2 		$426K Sell
10,704
-142
-1% -$5.44K 0.05% 135
2024
Q1 		$406K Sell
10,846
-2,780
-20% -$95.4K 0.05% 137
2023
Q4 		$459K Buy
13,626
+159
+1% +$4.63K 0.06% 113
2023
Q3 		$369K Buy
13,467
+849
+7% +$25.1K 0.05% 108
2023
Q2 		$362K Buy
12,618
+1,124
+10% +$32.1K 0.05% 113
2023
Q1 		$329K Buy
11,494
+1,619
+16% +$53.4K 0.05% 114
2022
Q4 		$327K Buy
9,875
+2,950
+43% +$102K 0.06% 109
2022
Q3 		$209K Buy
6,925
+169
+3% +$5.65K 0.04% 119
2022
Q2 		$210K Buy
6,756
+44
+0.7% +$1.58K 0.05% 124
2022
Q1 		$277K Sell
6,712
-1,685
-20% -$76K 0.06% 108
2021
Q4 		$374K Hold
8,397
– – 0.07% 90
2021
Q3 		$356K Buy
8,397
+2,137
+34% +$86.1K 0.08% 90
2021
Q2 		$258K Buy
6,260
+119
+2% +$4.88K 0.06% 109
2021
Q1 		$238K Sell
6,141
-532
-8% -$18.4K 0.06% 102
2020
Q4 		$202K Buy
+6,673
New +$179K 0.06% 108

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Austin Private Wealth's BAC Position: Q4 2025 in Review

Austin Private Wealth reduced its Bank of America (BAC) stake by 1.8% in Q4 2025, selling an estimated $15.3K and leaving 16,009 shares worth $881K. The position accounts for 0.07% of the portfolio, ranked #118.

Austin Private Wealth first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. 3,599 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Austin Private Wealth held 16,009 shares of Bank of America worth $881K as of Q4 2025.
  • Austin Private Wealth sold 290 Bank of America shares in Q4 2025, an estimated $15.3K.
  • Bank of America made up 0.07% of Austin Private Wealth's portfolio in Q4 2025, its #118 holding.
  • Austin Private Wealth first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.