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Brass Tax Wealth Management’s Bank of America BAC Stock Holding History

Brass Tax Wealth Management’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
Q3 		$472K Buy
9,142
+242
+3% +$11.8K 0.08% 125
2025
Q2 		$421K Buy
8,900
+1,767
+25% +$74.3K 0.08% 128
2025
Q1 		$298K Buy
7,133
+239
+3% +$10.7K 0.06% 158
2024
Q4 		$303K Sell
6,894
-17
-0.2% -$748 0.06% 146
2024
Q3 		$274K Buy
+6,911
New +$277K 0.06% 159

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brass Tax Wealth Management's BAC Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Bank of America (BAC) stake by 2.7% in Q3 2025, buying an estimated $11.8K and bringing the position to 9,142 shares worth $472K. The position accounts for 0.08% of the portfolio, ranked #125.

Brass Tax Wealth Management first reported a position in BAC in Q3 2024 and has held it in 5 quarters since. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Brass Tax Wealth Management held 9,142 shares of Bank of America worth $472K as of Q3 2025.
  • Brass Tax Wealth Management bought 242 Bank of America shares in Q3 2025, an estimated $11.8K.
  • Bank of America made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #125 holding.
  • Brass Tax Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 5 quarters since.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.