Ewing Morris & Co Investment Partners’s Bank of America BAC Stock Holding History

Ewing Morris & Co Investment 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 Q3	–	Sell	-7,479	Closed	-$354K	–	100
2025 Q2	$354K	Sell	7,479 -19,400	-72%	-$816K	0.16%	83
2025 Q1	$1.61M	Sell	26,879 -1,296	-5%	-$57.8K	0.51%	51
2024 Q4	$1.24M	Buy	+28,175	New	+$1.24M	0.43%	53

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

Ewing Morris & Co Investment Partners's BAC Position: Q3 2025 in Review

Ewing Morris & Co Investment Partners sold out of Bank of America (BAC) in Q3 2025, closing a stake of 7,479 shares — an estimated $354K sold.

Ewing Morris & Co Investment Partners first reported a position in BAC in Q4 2024 and held it in 3 quarters. The position peaked at $1.61M in Q1 2025. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Ewing Morris & Co Investment Partners reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 7,479 Bank of America shares in Q3 2025, an estimated $354K.
Ewing Morris & Co Investment Partners first reported a position in Bank of America in Q4 2024 and held it in 3 quarters.
Ewing Morris & Co Investment Partners's Bank of America position peaked at $1.61M in Q1 2025.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.