Elkhorn Partners’s Bank of America BAC Stock Holding History

Elkhorn Partners’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 Q1	–	Sell	-200	Closed	-$9K	–	35
2024 Q4	$9K	Sell	200 -200	-50%	-$8.8K	0.01%	38
2024 Q3	$16K	Sell	400 -1,200	-75%	-$48.1K	0.01%	44
2024 Q2	$64K	Sell	1,600 -600	-27%	-$23K	0.04%	34
2024 Q1	$83K	Sell	2,200 -900	-29%	-$30.9K	0.06%	31
2023 Q4	$104K	Sell	3,100 -500	-14%	-$14.6K	0.07%	27
2023 Q3	$99K	Hold	3,600	–	–	0.06%	30
2023 Q2	$103K	Buy	3,600 +200	+6%	+$5.71K	0.07%	31
2023 Q1	$97K	Buy	3,400 +1,800	+113%	+$59.4K	0.06%	28
2022 Q4	$53K	Sell	1,600 -2,000	-56%	-$68.9K	0.04%	30
2022 Q3	$109K	Buy	3,600 +900	+33%	+$30.1K	0.08%	27
2022 Q2	$84K	Buy	+2,700	New	+$97.2K	0.05%	29

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

Norges Bank Oslo, Norway $935B AUM

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

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

Elkhorn Partners's BAC Position: Q1 2025 in Review

Elkhorn Partners sold out of Bank of America (BAC) in Q1 2025, closing a stake of 200 shares — an estimated $9K sold.

Elkhorn Partners first reported a position in BAC in Q2 2022 and held it in 11 quarters. The position peaked at $109K in Q3 2022. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Elkhorn Partners reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Elkhorn Partners sold 200 Bank of America shares in Q1 2025, an estimated $9K.
Elkhorn Partners first reported a position in Bank of America in Q2 2022 and held it in 11 quarters.
Elkhorn Partners's Bank of America position peaked at $109K in Q3 2022.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Elkhorn Partners's 13F filing for Q1 2025, filed 14 May 2025.