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EdgeRock Capital’s Bank of America BAC Stock Holding History

EdgeRock Capital’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
2026
Q1 		$381K Buy
7,825
+568
+8% +$29.3K 0.1% 81
2025
Q4 		$399K Buy
7,257
+330
+5% +$17.4K 0.11% 85
2025
Q3 		$357K Sell
6,927
-196
-3% -$9.56K 0.1% 81
2025
Q2 		$338K Buy
7,123
+658
+10% +$27.7K 0.11% 75
2025
Q1 		$270K Buy
6,465
+296
+5% +$13.2K 0.19% 57
2024
Q4 		$271K Buy
6,169
+437
+8% +$19.2K 0.18% 60
2024
Q3 		$227K Buy
+5,732
New +$230K 0.16% 66
2024
Q1 		– Sell
-2,547
Closed -$85.2K – 101
2023
Q4 		$85.2K Buy
+2,547
New +$74.2K 0.06% 80
2023
Q1 		– Sell
-9,847
Closed -$326K – 66
2022
Q4 		$326K Sell
9,847
-203
-2% -$6.99K 0.18% 43
2022
Q3 		$304K Buy
10,050
+2,869
+40% +$95.9K 0.17% 39
2022
Q2 		$224K Buy
+7,181
New +$259K 0.15% 49

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return