Fairfield Financial Advisors’s Bank of America BAC Stock Holding History

Fairfield Financial Advisors’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	-244	Closed	-$10.7K	–	82
2024 Q4	$10.7K	Buy	244 +1	+0.4%	+$44	﹤0.01%	199
2024 Q3	$9.64K	Buy	243 +2	+0.8%	+$80	﹤0.01%	227
2024 Q2	$9.6K	Buy	+241	New	+$9.24K	﹤0.01%	215
2023 Q4	$7.97K	Buy	237 +2	+0.9%	+$58	﹤0.01%	250
2023 Q3	$6.42K	Buy	235 +2	+0.9%	+$59	﹤0.01%	247
2023 Q2	$6.68K	Buy	233 +2	+0.9%	+$57	﹤0.01%	263
2023 Q1	$6.54K	Buy	231 +1	+0.4%	+$33	﹤0.01%	265
2022 Q4	$7.6K	Buy	230 +2	+0.9%	+$69	﹤0.01%	238
2022 Q3	$6.88K	Hold	228	–	–	﹤0.01%	246
2022 Q2	$7.09K	Buy	228 +2	+0.9%	+$72	﹤0.01%	228
2022 Q1	$9.33K	Buy	+226	New	+$10.2K	﹤0.01%	229

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

Fairfield Financial Advisors's BAC Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 244 shares — an estimated $10.7K sold.

Fairfield Financial Advisors first reported a position in BAC in Q1 2022 and held it in 11 quarters. The position peaked at $10.7K in Q4 2024. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Fairfield Financial Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 244 Bank of America shares in Q1 2025, an estimated $10.7K.
Fairfield Financial Advisors first reported a position in Bank of America in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Bank of America position peaked at $10.7K in Q4 2024.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.