Challenger Wealth Management’s Bank of America BAC Stock Holding History

Challenger 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 Q1	–	Sell	-7,241	Closed	-$318K	–	113
2024 Q4	$318K	Buy	+7,241	New	+$319K	0.27%	70

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

Challenger Wealth Management's BAC Position: Q1 2025 in Review

Challenger Wealth Management sold out of Bank of America (BAC) in Q1 2025, closing a stake of 7,241 shares — an estimated $318K sold.

Challenger Wealth Management first reported a position in BAC in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Challenger Wealth Management reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Challenger Wealth Management sold 7,241 Bank of America shares in Q1 2025, an estimated $318K.
Challenger Wealth Management first reported a position in Bank of America in Q4 2024 and held it in 1 quarter.
Challenger Wealth Management's Bank of America position peaked at $318K in Q4 2024.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Challenger Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.