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Bristlecone Advisors’s Bank of America BAC Stock Holding History

Bristlecone 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
Q3 		$309K Buy
5,999
+3
+0.1% +$146 0.03% 198
2025
Q2 		$284K Sell
5,996
-647
-10% -$27.2K 0.02% 190
2025
Q1 		$277K Sell
6,643
-896
-12% -$39.9K 0.02% 244
2024
Q4 		$331K Buy
7,539
+6
+0.1% +$264 0.03% 231
2024
Q3 		$299K Buy
7,533
+7
+0.1% +$281 0.02% 241
2024
Q2 		$299K Buy
7,526
+14
+0.2% +$537 0.03% 233
2024
Q1 		$285K Buy
7,512
+7
+0.1% +$240 0.03% 235
2023
Q4 		$253K Buy
7,505
+9
+0.1% +$262 0.03% 247
2023
Q3 		$205K Buy
7,496
+8
+0.1% +$237 0.02% 252
2023
Q2 		$215K Sell
7,488
-492
-6% -$14K 0.02% 251
2023
Q1 		$228K Sell
7,980
-1,068
-12% -$35.3K 0.03% 247
2022
Q4 		$300K Buy
+9,048
New +$312K 0.04% 209
2022
Q2 		– Sell
-5,000
Closed -$206K – 242
2022
Q1 		$206K Hold
5,000
– – 0.03% 225
2021
Q4 		$222K Hold
5,000
– – 0.03% 218
2021
Q3 		$212K Hold
5,000
– – 0.03% 210
2021
Q2 		$206K Buy
+5,000
New +$205K 0.03% 211
2020
Q1 		– Sell
-10,251
Closed -$361K – 155
2019
Q4 		$361K Buy
+10,251
New +$331K 0.07% 158
2019
Q3 		– Sell
-10,251
Closed -$297K – 143
2019
Q2 		$297K Buy
+10,251
New +$296K 0.07% 149
2017
Q4 		– Sell
-5,030
Closed -$128K – 161
2017
Q3 		$128K Buy
+5,030
New +$122K 0.04% 158

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

Bristlecone Advisors's BAC Position: Q3 2025 in Review

Bristlecone Advisors increased its Bank of America (BAC) stake by 0.05% in Q3 2025, buying an estimated $146 and bringing the position to 5,999 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #198.

Bristlecone Advisors first reported a position in BAC in Q3 2017 and has held it in 19 quarters since. The position peaked at $361K in Q4 2019. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Bristlecone Advisors held 5,999 shares of Bank of America worth $309K as of Q3 2025.
  • Bristlecone Advisors bought 3 Bank of America shares in Q3 2025, an estimated $146.
  • Bank of America made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #198 holding.
  • Bristlecone Advisors first reported a position in Bank of America in Q3 2017 and has held it in 19 quarters since.
  • Bristlecone Advisors's Bank of America position peaked at $361K in Q4 2019.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.