Bordeaux Wealth Advisors’s Bank of America BAC Stock Holding History

Bordeaux Wealth Advisors’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	$378K	Sell	7,994 -681	-8%	-$28.6K	0.05%	110
2025 Q1	$362K	Sell	8,675 -373	-4%	-$16.6K	0.07%	107
2024 Q4	$398K	Buy	9,048 +1,656	+22%	+$72.9K	0.06%	102
2024 Q3	$293K	Buy	+7,392	New	+$296K	0.05%	122
2022 Q3	–	Sell	-6,910	Closed	-$215K	–	84
2022 Q2	$215K	Buy	6,910 +210	+3%	+$7.56K	0.15%	75
2022 Q1	$276K	Buy	6,700 +1,562	+30%	+$70.5K	0.15%	75
2021 Q4	$229K	Buy	+5,138	New	+$234K	0.11%	85

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

Bordeaux Wealth Advisors's BAC Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Bank of America (BAC) stake by 7.9% in Q2 2025, selling an estimated $28.6K and leaving 7,994 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #110.

Bordeaux Wealth Advisors first reported a position in BAC in Q4 2021 and has held it in 7 quarters since. The position peaked at $398K in Q4 2024. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Bordeaux Wealth Advisors held 7,994 shares of Bank of America worth $378K as of Q2 2025.
Bordeaux Wealth Advisors sold 681 Bank of America shares in Q2 2025, an estimated $28.6K.
Bank of America made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #110 holding.
Bordeaux Wealth Advisors first reported a position in Bank of America in Q4 2021 and has held it in 7 quarters since.
Bordeaux Wealth Advisors's Bank of America position peaked at $398K in Q4 2024.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.