Epacria Capital Partners’s Bank of America BAC Stock Holding History

Epacria Capital 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	-17,340	Closed	-$762K	–	41
2024 Q4	$762K	Sell	17,340 -18,340	-51%	-$807K	0.64%	31
2024 Q3	$1.42M	Hold	35,680	–	–	0.97%	24
2024 Q2	$1.42M	Hold	35,680	–	–	1.04%	26
2024 Q1	$1.35M	Hold	35,680	–	–	0.98%	28
2023 Q4	$1.2M	Hold	35,680	–	–	0.96%	30
2023 Q3	$977K	Hold	35,680	–	–	0.81%	33
2023 Q2	$1.02M	Sell	35,680 -6,000	-14%	-$171K	0.84%	33
2023 Q1	$1.19M	Buy	41,680 +14,680	+54%	+$485K	0.93%	29
2022 Q4	$894K	Buy	+27,000	New	+$930K	0.7%	35

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

Epacria Capital Partners's BAC Position: Q1 2025 in Review

Epacria Capital Partners sold out of Bank of America (BAC) in Q1 2025, closing a stake of 17,340 shares — an estimated $762K sold.

Epacria Capital Partners first reported a position in BAC in Q4 2022 and held it in 9 quarters. The position peaked at $1.42M in Q2 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Epacria Capital Partners reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Epacria Capital Partners sold 17,340 Bank of America shares in Q1 2025, an estimated $762K.
Epacria Capital Partners first reported a position in Bank of America in Q4 2022 and held it in 9 quarters.
Epacria Capital Partners's Bank of America position peaked at $1.42M in Q2 2024.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Epacria Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.