Belmont Capital’s Bank of America BAC Stock Holding History

Belmont 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 Q2	$639K	Buy	13,514 +4,000	+42%	+$168K	0.1%	59
2025 Q1	$397K	Sell	9,514 -86,520	-90%	-$3.86M	0.07%	84
2024 Q4	$4.22M	Sell	96,034 -400	-0.4%	-$17.6K	0.69%	17
2024 Q3	$3.83M	Sell	96,434 -1,920	-2%	-$76.9K	0.64%	18
2024 Q2	$3.91M	Buy	98,354 +400	+0.4%	+$15.3K	0.73%	16
2024 Q1	$3.71M	Sell	97,954 -54,678	-36%	-$1.88M	1.01%	14
2023 Q4	$5.14M	Buy	152,632 +9,514	+7%	+$277K	2.19%	10
2023 Q3	$3.92M	Sell	143,118 -5	-0%	-$148	2.12%	9
2023 Q2	$4.11M	Buy	143,123 +5	+0%	+$143	2.31%	8
2023 Q1	$4.09M	Buy	143,118 +141,198	+7,354%	+$4.66M	3.39%	7
2022 Q4	$64K	Buy	+1,920	New	+$66.1K	0.07%	42

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

Norges Bank Oslo, Norway $935B AUM

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

Belmont Capital's BAC Position: Q2 2025 in Review

Belmont Capital increased its Bank of America (BAC) stake by 42% in Q2 2025, buying an estimated $168K and bringing the position to 13,514 shares worth $639K. The position accounts for 0.1% of the portfolio, ranked #59.

Belmont Capital first reported a position in BAC in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.14M in Q4 2023. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Belmont Capital held 13,514 shares of Bank of America worth $639K as of Q2 2025.
Belmont Capital bought 4,000 Bank of America shares in Q2 2025, an estimated $168K.
Bank of America made up 0.1% of Belmont Capital's portfolio in Q2 2025, its #59 holding.
Belmont Capital first reported a position in Bank of America in Q4 2022 and has held it in 11 quarters since.
Belmont Capital's Bank of America position peaked at $5.14M in Q4 2023.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.