Bell & Brown Wealth Advisors’s Bank of America BAC Stock Holding History

Bell & Brown 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 Q4	–	Sell	-4,146	Closed	-$214K	–	72
2025 Q3	$214K	Sell	4,146 -103	-2%	-$5.03K	0.07%	70
2025 Q2	$201K	Buy	+4,249	New	+$179K	0.07%	68
2021 Q4	–	Sell	-5,441	Closed	-$231K	–	72
2021 Q3	$231K	Buy	+5,441	New	+$219K	0.12%	67
2020 Q1	–	Sell	-35,872	Closed	-$1.24M	–	72
2019 Q4	$1.24M	Sell	35,872 -797	-2%	-$25.8K	0.92%	43
2019 Q3	$1.05M	Buy	36,669 +1,071	+3%	+$30.8K	0.86%	50
2019 Q2	$1.03M	Sell	35,598 -138	-0.4%	-$3.98K	0.91%	48
2019 Q1	$986K	Buy	35,736 +3,780	+12%	+$107K	0.9%	50
2018 Q4	$787K	Buy	31,956 +1,159	+4%	+$31.4K	0.84%	49
2018 Q3	$847K	Buy	30,797 +3,449	+13%	+$105K	0.79%	51
2018 Q2	$771K	Buy	27,348 +2,180	+9%	+$65K	0.76%	53
2018 Q1	$748K	Sell	25,168 -1,231	-5%	-$38.7K	0.79%	53
2017 Q4	$779K	Buy	+26,399	New	+$728K	0.81%	52

Other funds holding BAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bell & Brown Wealth Advisors's BAC Position: Q4 2025 in Review

Bell & Brown Wealth Advisors sold out of Bank of America (BAC) in Q4 2025, closing a stake of 4,146 shares — an estimated $214K sold.

Bell & Brown Wealth Advisors first reported a position in BAC in Q4 2017 and held it in 12 quarters. The position peaked at $1.24M in Q4 2019. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Bell & Brown Wealth Advisors reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 4,146 Bank of America shares in Q4 2025, an estimated $214K.
Bell & Brown Wealth Advisors first reported a position in Bank of America in Q4 2017 and held it in 12 quarters.
Bell & Brown Wealth Advisors's Bank of America position peaked at $1.24M in Q4 2019.
3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.