Delta Financial Group’s Bank of America BAC Stock Holding History

Delta Financial Group’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 Q1	$803K	Sell	18,645 -102	-0.5%	-$4.54K	0.18%	90
2024 Q4	$824K	Buy	18,747 +102	+0.5%	+$4.49K	0.19%	87
2024 Q3	$740K	Sell	18,645 -1,114	-6%	-$44.6K	0.28%	54
2024 Q2	$786K	Sell	19,759 -2,482	-11%	-$95.1K	0.33%	44
2024 Q1	$843K	Sell	22,241 -2,775	-11%	-$95.3K	0.25%	71
2023 Q4	$842K	Sell	25,016 -153	-0.6%	-$4.46K	0.26%	67
2023 Q3	$689K	Buy	+25,169	New	+$745K	0.24%	75
2023 Q2	–	Sell	-23,208	Closed	-$664K	–	100
2023 Q1	$664K	Buy	23,208 +88	+0.4%	+$2.9K	0.26%	69
2022 Q4	$752K	Buy	+23,120	New	+$796K	0.33%	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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Delta Financial Group's BAC Position: Q1 2025 in Review

Delta Financial Group reduced its Bank of America (BAC) stake by 0.54% in Q1 2025, selling an estimated $4.54K and leaving 18,645 shares worth $803K. The position accounts for 0.18% of the portfolio, ranked #90.

Delta Financial Group first reported a position in BAC in Q4 2022 and has held it in 9 quarters since. The position peaked at $843K in Q1 2024. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Delta Financial Group held 18,645 shares of Bank of America worth $803K as of Q1 2025.
Delta Financial Group sold 102 Bank of America shares in Q1 2025, an estimated $4.54K.
Bank of America made up 0.18% of Delta Financial Group's portfolio in Q1 2025, its #90 holding.
Delta Financial Group first reported a position in Bank of America in Q4 2022 and has held it in 9 quarters since.
Delta Financial Group's Bank of America position peaked at $843K in Q1 2024.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.