EWG Elevate’s Bank of America BAC Stock Holding History

EWG Elevate’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	–	Sell	-4,953	Closed	-$234K	–	124
2025 Q2	$234K	Buy	+4,953	New	+$208K	0.07%	127
2025 Q1	–	Sell	-4,715	Closed	-$207K	–	125
2024 Q4	$207K	Buy	+4,715	New	+$207K	0.06%	143

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

EWG Elevate's BAC Position: Q3 2025 in Review

EWG Elevate sold out of Bank of America (BAC) in Q3 2025, closing a stake of 4,953 shares — an estimated $234K sold.

EWG Elevate first reported a position in BAC in Q4 2024 and held it in 2 quarters. The position peaked at $234K in Q2 2025. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

EWG Elevate reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 4,953 Bank of America shares in Q3 2025, an estimated $234K.
EWG Elevate first reported a position in Bank of America in Q4 2024 and held it in 2 quarters.
EWG Elevate's Bank of America position peaked at $234K in Q2 2025.
3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.