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EFG Asset Management (Americas)’s Bank of America BAC Stock Holding History

EFG Asset Management (Americas)’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
Q3 		$327K Buy
6,339
+48
+0.8% +$2.34K 0.06% 141
2025
Q2 		$298K Buy
6,291
+1,283
+26% +$54K 0.05% 132
2025
Q1 		$209K Sell
5,008
-1,022
-17% -$45.5K 0.04% 134
2024
Q4 		$265K Buy
+6,030
New +$265K 0.05% 119
2024
Q3 		– Sell
-5,207
Closed -$207K – 123
2024
Q2 		$207K Buy
+5,207
New +$200K 0.04% 122
2024
Q1 		– Sell
-9,081
Closed -$306K – 128
2023
Q4 		$306K Sell
9,081
-65,047
-88% -$1.89M 0.07% 126
2023
Q3 		$2.03M Sell
74,128
-1,354
-2% -$40.1K 0.49% 60
2023
Q2 		$2.17M Sell
75,482
-30,056
-28% -$858K 0.5% 64
2023
Q1 		$3.02M Sell
105,538
-3,499
-3% -$116K 0.72% 47
2022
Q4 		$3.61M Sell
109,037
-7,402
-6% -$255K 0.89% 36
2022
Q3 		$3.53M Sell
116,439
-52,840
-31% -$1.77M 0.89% 35
2022
Q2 		$5.29M Sell
169,279
-36,248
-18% -$1.31M 1.25% 30
2022
Q1 		$8.49M Sell
205,527
-111,763
-35% -$5.04M 1.57% 21
2021
Q4 		$14.1M Buy
317,290
+33,003
+12% +$1.5M 2.38% 7
2021
Q3 		$12.1M Buy
284,287
+17,387
+7% +$700K 2.15% 10
2021
Q2 		$11M Buy
266,900
+9,384
+4% +$385K 2.05% 12
2021
Q1 		$9.98M Buy
+257,516
New +$8.89M 2.04% 13
2020
Q2 		– Sell
-72,449
Closed -$1.54M – 123
2020
Q1 		$1.54M Sell
72,449
-29,526
-29% -$885K 0.49% 69
2019
Q4 		$3.59M Buy
+101,975
New +$3.3M 0.95% 42
2019
Q2 		– Sell
-10,004
Closed -$276K – 116
2019
Q1 		$276K Sell
10,004
-126,225
-93% -$3.57M 0.08% 108
2018
Q4 		$3.36M Buy
136,229
+4,940
+4% +$134K 1.21% 29
2018
Q3 		$3.87M Buy
131,289
+8,926
+7% +$272K 1.11% 30
2018
Q2 		$3.45M Buy
122,363
+27,254
+29% +$813K 1.04% 28
2018
Q1 		$2.85M Buy
95,109
+50,076
+111% +$1.57M 1.18% 26
2017
Q4 		$1.33M Buy
+45,033
New +$1.24M 0.48% 54
2014
Q1 		– Sell
-3,950
Closed -$61.5K – 135
2013
Q4 		$61.5K Buy
+3,950
New +$58.6K 0.05% 43

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFG Asset Management (Americas)'s BAC Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its Bank of America (BAC) stake by 0.76% in Q3 2025, buying an estimated $2.34K and bringing the position to 6,339 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #141.

EFG Asset Management (Americas) first reported a position in BAC in Q4 2013 and has held it in 26 quarters since. The position peaked at $14.1M in Q4 2021. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • EFG Asset Management (Americas) held 6,339 shares of Bank of America worth $327K as of Q3 2025.
  • EFG Asset Management (Americas) bought 48 Bank of America shares in Q3 2025, an estimated $2.34K.
  • Bank of America made up 0.06% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #141 holding.
  • EFG Asset Management (Americas) first reported a position in Bank of America in Q4 2013 and has held it in 26 quarters since.
  • EFG Asset Management (Americas)'s Bank of America position peaked at $14.1M in Q4 2021.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.