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Blue Barn Wealth’s Bank of America BAC Stock Holding History

Blue Barn 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
2025
Q4 		$319K Sell
5,802
-2,617
-31% -$138K 0.46% 28
2025
Q3 		$434K Buy
8,419
+366
+5% +$17.9K 0.19% 76
2025
Q2 		$381K Buy
8,053
+437
+6% +$18.4K 0.18% 87
2025
Q1 		$318K Buy
7,616
+31
+0.4% +$1.38K 0.17% 92
2024
Q4 		$333K Buy
7,585
+379
+5% +$16.7K 0.18% 89
2024
Q3 		$286K Sell
7,206
-1,119
-13% -$44.8K 0.15% 106
2024
Q2 		$331K Buy
8,325
+432
+5% +$16.6K 0.18% 85
2024
Q1 		$299K Sell
7,893
-1,883
-19% -$64.6K 0.17% 87
2023
Q4 		$329K Buy
9,776
+41
+0.4% +$1.19K 0.2% 79
2023
Q3 		$267K Buy
9,735
+196
+2% +$5.8K 0.18% 94
2023
Q2 		$274K Buy
+9,539
New +$272K 0.18% 92

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

Blue Barn Wealth's BAC Position: Q4 2025 in Review

Blue Barn Wealth reduced its Bank of America (BAC) stake by 31% in Q4 2025, selling an estimated $138K and leaving 5,802 shares worth $319K. The position accounts for 0.46% of the portfolio, ranked #28.

Blue Barn Wealth first reported a position in BAC in Q2 2023 and has held it in 11 quarters since. The position peaked at $434K in Q3 2025. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Blue Barn Wealth held 5,802 shares of Bank of America worth $319K as of Q4 2025.
  • Blue Barn Wealth sold 2,617 Bank of America shares in Q4 2025, an estimated $138K.
  • Bank of America made up 0.46% of Blue Barn Wealth's portfolio in Q4 2025, its #28 holding.
  • Blue Barn Wealth first reported a position in Bank of America in Q2 2023 and has held it in 11 quarters since.
  • Blue Barn Wealth's Bank of America position peaked at $434K in Q3 2025.
  • 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.