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Clearview Wealth Advisors’s Bank of America BAC Stock Holding History

Clearview Wealth 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
Q4 		$665K Sell
12,093
-733
-6% -$38.7K 0.42% 49
2025
Q3 		$662K Sell
12,826
-345
-3% -$16.8K 0.42% 48
2025
Q2 		$623K Sell
13,171
-59
-0.4% -$2.48K 0.43% 47
2025
Q1 		$552K Sell
13,230
-211
-2% -$9.4K 0.41% 48
2024
Q4 		$591K Sell
13,441
-131
-1% -$5.76K 0.45% 43
2024
Q3 		$539K Sell
13,572
-6,595
-33% -$264K 0.42% 49
2024
Q2 		$802K Sell
20,167
-964
-5% -$36.9K 0.7% 33
2024
Q1 		$801K Sell
21,131
-780
-4% -$26.8K 0.82% 29
2023
Q4 		$738K Sell
21,911
-499
-2% -$14.5K 0.86% 42
2023
Q3 		$614K Sell
22,410
-679
-3% -$20.1K 0.76% 47
2023
Q2 		$662K Sell
23,089
-95
-0.4% -$2.71K 0.67% 44
2023
Q1 		$663K Sell
23,184
-10,307
-31% -$340K 0.67% 45
2022
Q4 		$1.11M Sell
33,491
-5,183
-13% -$179K 0.86% 24
2022
Q3 		$1.17M Buy
38,674
+1,026
+3% +$34.3K 0.93% 19
2022
Q2 		$1.17M Buy
37,648
+1,806
+5% +$65K 0.88% 21
2022
Q1 		$1.48M Buy
35,842
+2,849
+9% +$129K 0.97% 21
2021
Q4 		$1.47M Buy
32,993
+1,094
+3% +$49.8K 0.89% 24
2021
Q3 		$1.35M Buy
31,899
+1,153
+4% +$46.4K 0.86% 26
2021
Q2 		$1.27M Sell
30,746
-56
-0.2% -$2.3K 0.78% 30
2021
Q1 		$1.19M Sell
30,802
-3
-0% -$104 0.77% 32
2020
Q4 		$934K Buy
+30,805
New +$826K 0.63% 37

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearview Wealth Advisors's BAC Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Bank of America (BAC) stake by 5.7% in Q4 2025, selling an estimated $38.7K and leaving 12,093 shares worth $665K. The position accounts for 0.42% of the portfolio, ranked #49.

Clearview Wealth Advisors first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.48M in Q1 2022. 3,612 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Clearview Wealth Advisors held 12,093 shares of Bank of America worth $665K as of Q4 2025.
  • Clearview Wealth Advisors sold 733 Bank of America shares in Q4 2025, an estimated $38.7K.
  • Bank of America made up 0.42% of Clearview Wealth Advisors's portfolio in Q4 2025, its #49 holding.
  • Clearview Wealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Bank of America position peaked at $1.48M in Q1 2022.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.