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Custos Family Office’s Bank of America BAC Stock Holding History

Custos Family Office’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 		$276K Sell
5,020
-11
-0.2% -$581 0.19% 53
2025
Q3 		$260K Buy
+5,031
New +$245K 0.15% 54

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Custos Family Office's BAC Position: Q4 2025 in Review

Custos Family Office reduced its Bank of America (BAC) stake by 0.22% in Q4 2025, selling an estimated $581 and leaving 5,020 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #53.

Custos Family Office first reported a position in BAC in Q3 2025 and has held it in 2 quarters since. 3,599 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Custos Family Office held 5,020 shares of Bank of America worth $276K as of Q4 2025.
  • Custos Family Office sold 11 Bank of America shares in Q4 2025, an estimated $581.
  • Bank of America made up 0.19% of Custos Family Office's portfolio in Q4 2025, its #53 holding.
  • Custos Family Office first reported a position in Bank of America in Q3 2025 and has held it in 2 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.