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

Congress 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
Q2 		$9.19M Buy
194,244
+54,296
+39% +$2.28M 0.09% 266
2025
Q1 		$5.87M Buy
139,948
+33,257
+31% +$1.48M 0.07% 304
2024
Q4 		$4.69M Sell
106,691
-25,085
-19% -$1.1M 0.06% 294
2024
Q3 		$5.23M Buy
131,776
+35,669
+37% +$1.43M 0.07% 289
2024
Q2 		$3.82M Sell
96,107
-52,032
-35% -$1.99M 0.06% 281
2024
Q1 		$5.62M Sell
148,139
-26,782
-15% -$919K 0.1% 215
2023
Q4 		$5.89M Buy
174,921
+14,412
+9% +$420K 0.11% 206
2023
Q3 		$4.39M Sell
160,509
-1,007
-0.6% -$29.8K 0.09% 227
2023
Q2 		$4.63M Buy
161,516
+3,540
+2% +$101K 0.11% 198
2023
Q1 		$4.52M Buy
157,976
+21,408
+16% +$707K 0.11% 199
2022
Q4 		$4.52M Sell
136,568
-240,930
-64% -$8.3M 0.12% 189
2022
Q3 		$11.4M Buy
377,498
+6,836
+2% +$229K 0.31% 84
2022
Q2 		$11.5M Buy
370,662
+9,376
+3% +$338K 0.29% 88
2022
Q1 		$14.9M Sell
361,286
-13,726
-4% -$619K 0.33% 72
2021
Q4 		$16.7M Buy
+375,012
New +$17.1M 0.33% 78

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's BAC Position: Q2 2025 in Review

Congress Wealth Management increased its Bank of America (BAC) stake by 39% in Q2 2025, buying an estimated $2.28M and bringing the position to 194,244 shares worth $9.19M. The position accounts for 0.09% of the portfolio, ranked #266.

Congress Wealth Management first reported a position in BAC in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.7M in Q4 2021. 3,320 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Congress Wealth Management held 194,244 shares of Bank of America worth $9.19M as of Q2 2025.
  • Congress Wealth Management bought 54,296 Bank of America shares in Q2 2025, an estimated $2.28M.
  • Bank of America made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #266 holding.
  • Congress Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Bank of America position peaked at $16.7M in Q4 2021.
  • 3,320 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.