Fiducient Advisors’s Bank of America BAC Stock Holding History

Fiducient 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 Q2	–	Sell	-7,076	Closed	-$295K	–	154
2025 Q1	$295K	Buy	+7,076	New	+$315K	0.04%	133
2024 Q2	–	Sell	-13,370	Closed	-$507K	–	144
2024 Q1	$507K	Buy	13,370 +17	+0.1%	+$584	0.1%	84
2023 Q4	$450K	Buy	13,353 +138	+1%	+$4.02K	0.08%	81
2023 Q3	$362K	Buy	+13,215	New	+$391K	0.02%	84

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

Norges Bank Oslo, Norway $935B AUM

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

Fiducient Advisors's BAC Position: Q2 2025 in Review

Fiducient Advisors sold out of Bank of America (BAC) in Q2 2025, closing a stake of 7,076 shares — an estimated $295K sold.

Fiducient Advisors first reported a position in BAC in Q3 2023 and held it in 4 quarters. The position peaked at $507K in Q1 2024. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Fiducient Advisors reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Fiducient Advisors sold 7,076 Bank of America shares in Q2 2025, an estimated $295K.
Fiducient Advisors first reported a position in Bank of America in Q3 2023 and held it in 4 quarters.
Fiducient Advisors's Bank of America position peaked at $507K in Q1 2024.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Fiducient Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.