BBWA
BAC icon

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
2019
Q2 		– Sell
-2,000
Closed -$1K – 84
2019
Q1 		$1K Hold
2,000
– – ﹤0.01% 87
2018
Q4 		$1K Hold
2,000
– – ﹤0.01% 80
2018
Q3 		$3K Buy
+2,000
New +$60.9K ﹤0.01% 84

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

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.