Bear Mountain Capital’s Bank of America BAC Stock Holding History

Bear Mountain Capital’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	–	Sell	-24	Closed	-$1.24K	–	211
2025 Q3	$1.24K	Buy	+24	New	+$1.17K	﹤0.01%	158
2025 Q2	–	Sell	-31	Closed	-$1.23K	–	194
2025 Q1	$1.23K	Buy	+31	New	+$1.38K	﹤0.01%	166
2024 Q2	–	Sell	-300	Closed	-$10.6K	–	187
2024 Q1	$10.6K	Sell	300 -50	-14%	-$1.72K	﹤0.01%	112
2023 Q4	$11.2K	Buy	+350	New	+$10.2K	﹤0.01%	116

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bear Mountain Capital's BAC Position: Q4 2025 in Review

Bear Mountain Capital sold out of Bank of America (BAC) in Q4 2025, closing a stake of 24 shares — an estimated $1.24K sold.

Bear Mountain Capital first reported a position in BAC in Q4 2023 and held it in 4 quarters. The position peaked at $11.2K in Q4 2023. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Bear Mountain Capital reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 24 Bank of America shares in Q4 2025, an estimated $1.24K.
Bear Mountain Capital first reported a position in Bank of America in Q4 2023 and held it in 4 quarters.
Bear Mountain Capital's Bank of America position peaked at $11.2K in Q4 2023.
3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.