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Bison Wealth’s Bank of America BAC Stock Holding History

Bison Wealth’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
2022
Q1 		– Sell
-300
Closed -$13K – 370
2021
Q4 		$13K Buy
+300
New +$13.7K 0.01% 303

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bison Wealth's BAC Position: Q4 2024 in Review

Bison Wealth reduced its Bank of America (BAC) stake by 56% in Q4 2024, selling an estimated $1.48M and leaving 26,369 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #78.

Bison Wealth first reported a position in BAC in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.25M in Q2 2024. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Bison Wealth held 26,369 shares of Bank of America worth $1.16M as of Q4 2024.
  • Bison Wealth sold 33,688 Bank of America shares in Q4 2024, an estimated $1.48M.
  • Bank of America made up 0.26% of Bison Wealth's portfolio in Q4 2024, its #78 holding.
  • Bison Wealth first reported a position in Bank of America in Q4 2014 and has held it in 41 quarters since.
  • Bison Wealth's Bank of America position peaked at $3.25M in Q2 2024.
  • 3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.