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Edge Capital Group’s Bank of America BAC Stock Holding History

Edge Capital 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
2024
Q4 		$9.53M Buy
216,938
+3,278
+2% +$144K 0.43% 52
2024
Q3 		$8.48M Buy
213,660
+27,125
+15% +$1.09M 0.38% 61
2024
Q2 		$7.42M Buy
186,535
+23,481
+14% +$900K 0.36% 65
2024
Q1 		$6.18M Buy
163,054
+10,902
+7% +$374K 0.31% 71
2023
Q4 		$5.12M Sell
152,152
-30,489
-17% -$888K 0.29% 75
2023
Q3 		$5M Sell
182,641
-41,517
-19% -$1.23M 0.32% 66
2023
Q2 		$6.43M Buy
224,158
+3,120
+1% +$89K 0.37% 63
2023
Q1 		$6.32M Buy
221,038
+75,753
+52% +$2.5M 0.39% 59
2022
Q4 		$4.81M Buy
145,285
+14,965
+11% +$515K 0.34% 67
2022
Q3 		$3.94M Buy
130,320
+14,373
+12% +$481K 0.32% 69
2022
Q2 		$3.61M Sell
115,947
-21,778
-16% -$784K 0.31% 71
2022
Q1 		$5.68M Buy
137,725
+5,740
+4% +$259K 0.39% 63
2021
Q4 		$5.87M Sell
131,985
-450
-0.3% -$20.5K 0.42% 57
2021
Q3 		$5.62M Sell
132,435
-32,343
-20% -$1.3M 0.45% 54
2021
Q2 		$6.79M Sell
164,778
-721
-0.4% -$29.6K 0.54% 43
2021
Q1 		$6.4M Sell
165,499
-215
-0.1% -$7.42K 0.54% 45
2020
Q4 		$5.02M Buy
165,714
+32,798
+25% +$879K 0.42% 57
2020
Q3 		$3.2M Buy
132,916
+299
+0.2% +$7.44K 0.32% 67
2020
Q2 		$3.15M Buy
132,617
+12,275
+10% +$290K 0.33% 68
2020
Q1 		$2.56M Buy
120,342
+47,072
+64% +$1.41M 0.3% 71
2019
Q4 		$2.58M Sell
73,270
-1,038
-1% -$33.5K 0.25% 76
2019
Q3 		$2.17M Buy
74,308
+1,127
+2% +$32.4K 0.22% 82
2019
Q2 		$2.12M Buy
73,181
+2,183
+3% +$63K 0.2% 87
2019
Q1 		$1.96M Buy
70,998
+887
+1% +$25.1K 0.19% 88
2018
Q4 		$1.73M Buy
+70,111
New +$1.9M 0.19% 86

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edge Capital Group's BAC Position: Q4 2024 in Review

Edge Capital Group increased its Bank of America (BAC) stake by 1.5% in Q4 2024, buying an estimated $144K and bringing the position to 216,938 shares worth $9.53M. The position accounts for 0.43% of the portfolio, ranked #52.

Edge Capital Group first reported a position in BAC in Q4 2018 and has held it in 25 quarters since. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Edge Capital Group held 216,938 shares of Bank of America worth $9.53M as of Q4 2024.
  • Edge Capital Group bought 3,278 Bank of America shares in Q4 2024, an estimated $144K.
  • Bank of America made up 0.43% of Edge Capital Group's portfolio in Q4 2024, its #52 holding.
  • Edge Capital Group first reported a position in Bank of America in Q4 2018 and has held it in 25 quarters since.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.