Evergreen Private Wealth’s Bank of America BAC Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-13	Closed	-$671	–	101
2025 Q3	$671	Hold	13	–	–	﹤0.01%	233
2025 Q2	$615	Hold	13	–	–	﹤0.01%	282
2025 Q1	$542	Hold	13	–	–	﹤0.01%	181
2024 Q4	$571	Hold	13	–	–	﹤0.01%	188
2024 Q3	$516	Hold	13	–	–	﹤0.01%	194
2024 Q2	$517	Hold	13	–	–	﹤0.01%	199
2024 Q1	$493	Hold	13	–	–	﹤0.01%	204
2023 Q4	$438	Buy	+13	New	+$379	﹤0.01%	216

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evergreen Private Wealth's BAC Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Bank of America (BAC) in Q4 2025, closing a stake of 13 shares — an estimated $671 sold.

Evergreen Private Wealth first reported a position in BAC in Q4 2023 and held it in 8 quarters. The position peaked at $671 in Q3 2025. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Evergreen Private Wealth reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 13 Bank of America shares in Q4 2025, an estimated $671.
Evergreen Private Wealth first reported a position in Bank of America in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Bank of America position peaked at $671 in Q3 2025.
3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.