Castleview Partners’s Bank of America BAC Stock Holding History

Castleview Partners’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 Q1	–	Sell	-1,118	Closed	-$49.5K	–	207
2024 Q4	$49.5K	Buy	1,118 +67	+6%	+$2.95K	0.03%	340
2024 Q3	$41.7K	Hold	1,051	–	–	0.02%	347
2024 Q2	$41.8K	Sell	1,051 -351	-25%	-$13.5K	0.02%	351
2024 Q1	$53.2K	Hold	1,402	–	–	0.03%	348
2023 Q4	$47.2K	Buy	1,402 +218	+18%	+$6.35K	0.03%	302
2023 Q3	$32.4K	Sell	1,184 -100	-8%	-$2.96K	0.03%	322
2023 Q2	$36.8K	Buy	1,284 +300	+30%	+$8.56K	0.03%	300
2023 Q1	$28.1K	Buy	+984	New	+$32.5K	0.02%	312
2022 Q4	–	Sell	-984	Closed	-$30K	–	658
2022 Q3	$30K	Buy	984 +884	+884%	+$29.6K	0.03%	297
2022 Q2	$9.62K	Sell	100 -3,348	-97%	-$121K	0.01%	459
2022 Q1	$142K	Sell	3,448 -75,096	-96%	-$3.39M	0.09%	196
2021 Q4	$1.76K	Buy	+78,544	New	+$3.58M	0.01%	300
2021 Q2	$162K	Buy	+3,933	New	+$161K	0.07%	235
2018 Q1	$883K	Buy	+29,456	New	+$925K	0.73%	32

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Castleview Partners's BAC Position: Q1 2025 in Review

Castleview Partners sold out of Bank of America (BAC) in Q1 2025, closing a stake of 1,118 shares — an estimated $49.5K sold.

Castleview Partners first reported a position in BAC in Q1 2018 and held it in 14 quarters. The position peaked at $883K in Q1 2018. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Castleview Partners reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 1,118 Bank of America shares in Q1 2025, an estimated $49.5K.
Castleview Partners first reported a position in Bank of America in Q1 2018 and held it in 14 quarters.
Castleview Partners's Bank of America position peaked at $883K in Q1 2018.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.