Dixon Mitchell Investment Counsel’s Bank of America BAC Stock Holding History

Dixon Mitchell Investment Counsel’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	-500	Closed	-$20.9K	–	74
2025 Q1	$20.9K	Hold	500	–	–	﹤0.01%	67
2024 Q4	$22K	Buy	+500	New	+$22K	﹤0.01%	81
2024 Q2	–	Sell	-216	Closed	-$8.19K	–	165
2024 Q1	$8.19K	Buy	+216	New	+$7.42K	﹤0.01%	146

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dixon Mitchell Investment Counsel's BAC Position: Q2 2025 in Review

Dixon Mitchell Investment Counsel sold out of Bank of America (BAC) in Q2 2025, closing a stake of 500 shares — an estimated $20.9K sold.

Dixon Mitchell Investment Counsel first reported a position in BAC in Q1 2024 and held it in 3 quarters. The position peaked at $22K in Q4 2024. 3,322 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Dixon Mitchell Investment Counsel reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Dixon Mitchell Investment Counsel sold 500 Bank of America shares in Q2 2025, an estimated $20.9K.
Dixon Mitchell Investment Counsel first reported a position in Bank of America in Q1 2024 and held it in 3 quarters.
Dixon Mitchell Investment Counsel's Bank of America position peaked at $22K in Q4 2024.
3,322 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2025, filed 13 Aug 2025.