Berry Wealth Group’s Bank of America BAC Stock Holding History

Berry Wealth Group’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	-4,651	Closed	-$220K	–	37
2025 Q2	$220K	Buy	+4,651	New	+$196K	0.15%	95

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

Berry Wealth Group's BAC Position: Q3 2025 in Review

Berry Wealth Group sold out of Bank of America (BAC) in Q3 2025, closing a stake of 4,651 shares — an estimated $220K sold.

Berry Wealth Group first reported a position in BAC in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Berry Wealth Group reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 4,651 Bank of America shares in Q3 2025, an estimated $220K.
Berry Wealth Group first reported a position in Bank of America in Q2 2025 and held it in 1 quarter.
Berry Wealth Group's Bank of America position peaked at $220K in Q2 2025.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.