BostonPremier Wealth’s Bank of America BAC Stock Holding History

BostonPremier 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	–	Sell	-7,370	Closed	-$380K	–	70
2025 Q3	$380K	Buy	7,370 +14	+0.2%	+$683	0.19%	41
2025 Q2	$348K	Buy	7,356 +14	+0.2%	+$589	0.19%	38
2025 Q1	$306K	Buy	7,342 +540	+8%	+$24.1K	0.19%	37
2024 Q4	$299K	Buy	+6,802	New	+$299K	0.18%	36

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BostonPremier Wealth's BAC Position: Q4 2025 in Review

BostonPremier Wealth sold out of Bank of America (BAC) in Q4 2025, closing a stake of 7,370 shares — an estimated $380K sold.

BostonPremier Wealth first reported a position in BAC in Q4 2024 and held it in 4 quarters. The position peaked at $380K in Q3 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

BostonPremier Wealth reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
BostonPremier Wealth sold 7,370 Bank of America shares in Q4 2025, an estimated $380K.
BostonPremier Wealth first reported a position in Bank of America in Q4 2024 and held it in 4 quarters.
BostonPremier Wealth's Bank of America position peaked at $380K in Q3 2025.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on BostonPremier Wealth's 13F filing for Q4 2025, filed 13 Jan 2026.