Bellwether Advisors’s Bank of America BAC Stock Holding History

Bellwether 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 Q3	–	Sell	-2,250	Closed	-$106K	–	171
2025 Q2	$106K	Sell	2,250 -46	-2%	-$1.94K	0.02%	166
2025 Q1	$95.8K	Hold	2,296	–	–	0.02%	174
2024 Q4	$101K	Buy	+2,296	New	+$101K	0.02%	180
2023 Q2	–	Sell	-720	Closed	-$20.6K	–	119
2023 Q1	$20.6K	Hold	720	–	–	0.01%	242
2022 Q4	$23.8K	Hold	720	–	–	0.01%	235
2022 Q3	$21K	Buy	720 +275	+62%	+$9.19K	0.01%	215
2022 Q2	$13K	Hold	445	–	–	﹤0.01%	237
2022 Q1	$18K	Hold	445	–	–	0.01%	266
2021 Q4	$19K	Hold	445	–	–	0.01%	278
2021 Q3	$18K	Hold	445	–	–	0.01%	256
2021 Q2	$18K	Hold	445	–	–	0.01%	228
2021 Q1	$17K	Buy	445 +112	+34%	+$3.87K	0.01%	211
2020 Q4	$10K	Buy	+333	New	+$8.93K	﹤0.01%	236

Other funds holding BAC

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bellwether Advisors's BAC Position: Q3 2025 in Review

Bellwether Advisors sold out of Bank of America (BAC) in Q3 2025, closing a stake of 2,250 shares — an estimated $106K sold.

Bellwether Advisors first reported a position in BAC in Q4 2020 and held it in 13 quarters. The position peaked at $106K in Q2 2025. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Bellwether Advisors reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 2,250 Bank of America shares in Q3 2025, an estimated $106K.
Bellwether Advisors first reported a position in Bank of America in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Bank of America position peaked at $106K in Q2 2025.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.