Blue Investment Partners’s Bank of America BAC Stock Holding History

Blue Investment Partners’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	$9.49M	Hold	200,479	–	–	3.33%	14
2025 Q1	$8.37M	Hold	200,479	–	–	3.15%	13
2024 Q4	$8.81M	Hold	200,479	–	–	3.23%	13
2024 Q3	$7.96M	Hold	200,479	–	–	3.28%	12
2024 Q2	$7.97M	Hold	200,479	–	–	3.61%	8
2024 Q1	$7.6M	Hold	200,479	–	–	3.96%	7
2023 Q4	$6.75M	Hold	200,479	–	–	4.4%	7
2023 Q3	$5.49M	Hold	200,479	–	–	4.37%	7
2023 Q2	$5.75M	Buy	200,479 +50,000	+33%	+$1.43M	4.39%	9
2023 Q1	$4.3M	Buy	150,479 +25,000	+20%	+$825K	4.34%	8
2022 Q4	$4.16M	Buy	+125,479	New	+$4.32M	5.16%	6

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

Blue Investment Partners's BAC Position: Q2 2025 in Review

Blue Investment Partners held its Bank of America (BAC) position steady in Q2 2025 at 200,479 shares worth $9.49M. The position accounts for 3.33% of the portfolio, ranked #14.

Blue Investment Partners first reported a position in BAC in Q4 2022 and has held it in 11 quarters since. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Blue Investment Partners held 200,479 shares of Bank of America worth $9.49M as of Q2 2025.
Blue Investment Partners left its Bank of America share count unchanged in Q2 2025.
Bank of America made up 3.33% of Blue Investment Partners's portfolio in Q2 2025, its #14 holding.
Blue Investment Partners first reported a position in Bank of America in Q4 2022 and has held it in 11 quarters since.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.