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Dale Q Rice Investment Management’s Bank of America BAC Stock Holding History

Dale Q Rice Investment 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 		– Sell
-5,082
Closed -$212K – 69
2025
Q1 		$212K Buy
+5,082
New +$226K 0.11% 92

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dale Q Rice Investment Management's BAC Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Bank of America (BAC) in Q2 2025, closing a stake of 5,082 shares — an estimated $212K sold.

Dale Q Rice Investment Management first reported a position in BAC in Q1 2025 and held it in 1 quarter. The position peaked at $212K in Q1 2025. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 5,082 Bank of America shares in Q2 2025, an estimated $212K.
  • Dale Q Rice Investment Management first reported a position in Bank of America in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's Bank of America position peaked at $212K in Q1 2025.
  • 3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.