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Dixon Fnancial Services’s Bank of America BAC Stock Holding History

Dixon Fnancial Services’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 		– Sell
-5,508
Closed -$284K – 47
2025
Q3 		$284K Buy
+5,508
New +$269K 0.13% 39

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 $263B AUM 16.68% 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 $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

Dixon Fnancial Services's BAC Position: Q4 2025 in Review

Dixon Fnancial Services sold out of Bank of America (BAC) in Q4 2025, closing a stake of 5,508 shares — an estimated $284K sold.

Dixon Fnancial Services first reported a position in BAC in Q3 2025 and held it in 1 quarter. The position peaked at $284K in Q3 2025. 3,601 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Dixon Fnancial Services reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Dixon Fnancial Services sold 5,508 Bank of America shares in Q4 2025, an estimated $284K.
  • Dixon Fnancial Services first reported a position in Bank of America in Q3 2025 and held it in 1 quarter.
  • Dixon Fnancial Services's Bank of America position peaked at $284K in Q3 2025.
  • 3,601 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Dixon Fnancial Services's 13F filing for Q4 2025, filed 15 Jan 2026.