Drake & Associates’s Bank of America BAC Stock Holding History

Drake & Associates’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	-13,518	Closed	-$564K	–	94
2025 Q1	$564K	Buy	13,518 +2,330	+21%	+$104K	0.16%	54
2024 Q4	$530K	Sell	11,188 -960	-8%	-$42.2K	0.15%	57
2024 Q3	$482K	Buy	12,148 +1,053	+9%	+$42.2K	0.16%	53
2024 Q2	$441K	Sell	11,095 -381	-3%	-$14.6K	0.16%	49
2024 Q1	$435K	Sell	11,476 -544	-5%	-$18.7K	0.16%	49
2023 Q4	$405K	Buy	12,020 +746	+7%	+$21.7K	0.17%	50
2023 Q3	$309K	Buy	+11,274	New	+$334K	0.14%	55

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

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

Norges Bank Oslo, Norway $935B AUM

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

Drake & Associates's BAC Position: Q2 2025 in Review

Drake & Associates sold out of Bank of America (BAC) in Q2 2025, closing a stake of 13,518 shares — an estimated $564K sold.

Drake & Associates first reported a position in BAC in Q3 2023 and held it in 7 quarters. The position peaked at $564K in Q1 2025. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Drake & Associates reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Drake & Associates sold 13,518 Bank of America shares in Q2 2025, an estimated $564K.
Drake & Associates first reported a position in Bank of America in Q3 2023 and held it in 7 quarters.
Drake & Associates's Bank of America position peaked at $564K in Q1 2025.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Drake & Associates's 13F filing for Q2 2025, filed 23 Jul 2025.