BFS
BAC icon

Bard Financial Services’s Bank of America BAC Stock Holding History

Bard Financial Services’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 		$10.4M Sell
202,095
-1,250
-0.6% -$61K 1.14% 23
2025
Q2 		$9.62M Sell
203,345
-12,750
-6% -$536K 1.15% 22
2025
Q1 		$9.02M Sell
216,095
-10,230
-5% -$456K 1.1% 22
2024
Q4 		$9.95M Sell
226,325
-3,250
-1% -$143K 1.19% 21
2024
Q3 		$9.11M Sell
229,575
-18,295
-7% -$733K 1.08% 26
2024
Q2 		$9.86M Sell
247,870
-1,800
-0.7% -$69K 1.02% 27
2024
Q1 		$9.47M Sell
249,670
-1,400
-0.6% -$48.1K 1.01% 30
2023
Q4 		$8.45M Sell
251,070
-3,985
-2% -$116K 0.95% 29
2023
Q3 		$6.98M Buy
255,055
+7,900
+3% +$234K 0.86% 34
2023
Q2 		$7.09M Buy
247,155
+750
+0.3% +$21.4K 0.54% 55
2023
Q1 		$7.05M Buy
246,405
+4,375
+2% +$144K 0.56% 48
2022
Q4 		$8.02M Sell
242,030
-25
-0% -$861 0.68% 39
2022
Q3 		$7.31M Buy
242,055
+4,805
+2% +$161K 0.69% 35
2022
Q2 		$7.39M Buy
237,250
+5,695
+2% +$205K 0.67% 38
2022
Q1 		$9.54M Buy
231,555
+1,250
+0.5% +$56.4K 0.78% 32
2021
Q4 		$10.2M Buy
230,305
+1,025
+0.4% +$46.7K 0.83% 28
2021
Q3 		$9.73M Sell
229,280
-750
-0.3% -$30.2K 0.86% 28
2021
Q2 		$9.48M Buy
230,030
+4,675
+2% +$192K 0.84% 30
2021
Q1 		$8.72M Buy
225,355
+7,400
+3% +$255K 0.85% 32
2020
Q4 		$6.61M Buy
+217,955
New +$5.84M 0.66% 41

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's BAC Position: Q3 2025 in Review

Bard Financial Services reduced its Bank of America (BAC) stake by 0.61% in Q3 2025, selling an estimated $61K and leaving 202,095 shares worth $10.4M. The position accounts for 1.14% of the portfolio, ranked #23.

Bard Financial Services first reported a position in BAC in Q4 2020 and has held it in 20 quarters since. 3,366 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Bard Financial Services held 202,095 shares of Bank of America worth $10.4M as of Q3 2025.
  • Bard Financial Services sold 1,250 Bank of America shares in Q3 2025, an estimated $61K.
  • Bank of America made up 1.14% of Bard Financial Services's portfolio in Q3 2025, its #23 holding.
  • Bard Financial Services first reported a position in Bank of America in Q4 2020 and has held it in 20 quarters since.
  • 3,366 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.