Callahan Advisors’s Bank of America BAC Stock Holding History

Callahan 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	–	Sell	-4,287	Closed	-$203K	–	170
2025 Q2	$203K	Buy	+4,287	New	+$180K	0.02%	167

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callahan Advisors's BAC Position: Q3 2025 in Review

Callahan Advisors sold out of Bank of America (BAC) in Q3 2025, closing a stake of 4,287 shares — an estimated $203K sold.

Callahan Advisors first reported a position in BAC in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Callahan Advisors reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Callahan Advisors sold 4,287 Bank of America shares in Q3 2025, an estimated $203K.
Callahan Advisors first reported a position in Bank of America in Q2 2025 and held it in 1 quarter.
Callahan Advisors's Bank of America position peaked at $203K in Q2 2025.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Callahan Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.