Claris Advisors’s Bank of America BAC Stock Holding History

Claris 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 Q2	–	Sell	-6,710	Closed	-$280K	–	75
2025 Q1	$280K	Buy	6,710 +17	+0.3%	+$758	0.1%	61
2024 Q4	$294K	Buy	6,693 +2,620	+64%	+$115K	0.11%	57
2024 Q3	$162K	Buy	+4,073	New	+$163K	0.07%	68
2022 Q1	–	Sell	-4,605	Closed	-$205K	–	48
2021 Q4	$205K	Buy	+4,605	New	+$210K	0.22%	50

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

Norges Bank Oslo, Norway $935B AUM

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

Claris Advisors's BAC Position: Q2 2025 in Review

Claris Advisors sold out of Bank of America (BAC) in Q2 2025, closing a stake of 6,710 shares — an estimated $280K sold.

Claris Advisors first reported a position in BAC in Q4 2021 and held it in 4 quarters. The position peaked at $294K in Q4 2024. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Claris Advisors reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Claris Advisors sold 6,710 Bank of America shares in Q2 2025, an estimated $280K.
Claris Advisors first reported a position in Bank of America in Q4 2021 and held it in 4 quarters.
Claris Advisors's Bank of America position peaked at $294K in Q4 2024.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.