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Family Legacy Financial Solutions’s Bank of America BAC Stock Holding History

Family Legacy Financial Solutions’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
-430
Closed -$22.2K – 60
2025
Q3 		$22.2K Hold
430
– – 0.02% 131
2025
Q2 		$20.3K Buy
+430
New +$18.1K 0.02% 122

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Family Legacy Financial Solutions's BAC Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Bank of America (BAC) in Q4 2025, closing a stake of 430 shares — an estimated $22.2K sold.

Family Legacy Financial Solutions first reported a position in BAC in Q2 2025 and held it in 2 quarters. The position peaked at $22.2K in Q3 2025. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 430 Bank of America shares in Q4 2025, an estimated $22.2K.
  • Family Legacy Financial Solutions first reported a position in Bank of America in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Bank of America position peaked at $22.2K in Q3 2025.
  • 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.