Financial Advisors’s Bank of America BAC Stock Holding History

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 Q3	$416K	Hold	8,061	–	–	0.07%	57
2025 Q2	$381K	Hold	8,061	–	–	0.07%	58
2025 Q1	$336K	Hold	8,061	–	–	0.07%	57
2024 Q4	$354K	Hold	8,061	–	–	0.07%	58
2024 Q3	$320K	Hold	8,061	–	–	0.06%	61
2024 Q2	$321K	Hold	8,061	–	–	0.07%	58
2024 Q1	$306K	Hold	8,061	–	–	0.06%	60
2023 Q4	$271K	Sell	8,061 -345	-4%	-$10K	0.06%	58
2023 Q3	$230K	Sell	8,406 -300	-3%	-$8.88K	0.06%	65
2023 Q2	$250K	Sell	8,706 -21	-0.2%	-$599	0.06%	67
2023 Q1	$250K	Hold	8,727	–	–	0.06%	61
2022 Q4	$289K	Sell	8,727 -2,536	-23%	-$87.4K	0.08%	54
2022 Q3	$336K	Buy	11,263 +21	+0.2%	+$702	0.12%	50
2022 Q2	$350K	Hold	11,242	–	–	0.12%	47
2022 Q1	$463K	Sell	11,242 -1,435	-11%	-$64.7K	0.14%	47
2021 Q4	$564K	Buy	12,677 +300	+2%	+$13.7K	0.17%	41
2021 Q3	$525K	Hold	12,377	–	–	0.18%	42
2021 Q2	$510K	Hold	12,377	–	–	0.18%	42
2021 Q1	$479K	Sell	12,377 -257	-2%	-$8.87K	0.19%	40
2020 Q4	$383K	Hold	12,634	–	–	0.17%	48
2020 Q3	$304K	Hold	12,634	–	–	0.16%	52
2020 Q2	$300K	Hold	12,634	–	–	0.17%	50
2020 Q1	$268K	Sell	12,634 -105	-0.8%	-$3.15K	0.18%	50
2019 Q4	$449K	Buy	12,739 +162	+1%	+$5.24K	0.25%	35
2019 Q3	$367K	Buy	12,577 +2	+0%	+$58	0.23%	40
2019 Q2	$365K	Hold	12,575	–	–	0.23%	39
2019 Q1	$347K	Hold	12,575	–	–	0.24%	42
2018 Q4	$310K	Buy	+12,575	New	+$341K	0.25%	43

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

Financial Advisors's BAC Position: Q3 2025 in Review

Financial Advisors held its Bank of America (BAC) position steady in Q3 2025 at 8,061 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #57.

Financial Advisors first reported a position in BAC in Q4 2018 and has held it in 28 quarters since. The position peaked at $564K in Q4 2021. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Financial Advisors held 8,061 shares of Bank of America worth $416K as of Q3 2025.
Financial Advisors left its Bank of America share count unchanged in Q3 2025.
Bank of America made up 0.07% of Financial Advisors's portfolio in Q3 2025, its #57 holding.
Financial Advisors first reported a position in Bank of America in Q4 2018 and has held it in 28 quarters since.
Financial Advisors's Bank of America position peaked at $564K in Q4 2021.
3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.