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Financial Gravity Companies’s Bank of America BAC Stock Holding History

Financial Gravity Companies’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 		$15.9K Buy
+336
New +$14.1K ﹤0.01% 492
2024
Q4 		$13.1K Buy
+298
New +$13.1K ﹤0.01% 514
2018
Q4 		$54K Buy
+1,910
New +$51.8K 0.05% 308
2018
Q1 		$75K Buy
2,532
+1,788
+240% +$56.2K 0.08% 231
2017
Q4 		$24K Buy
+744
New +$20.5K 0.03% 458

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's BAC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Bank of America (BAC) in Q2 2025: 336 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BAC as recently as Q4 2024.

Financial Gravity Companies first reported a position in BAC in Q4 2017 and has held it in 5 quarters since. The position peaked at $75K in Q1 2018. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Financial Gravity Companies held 336 shares of Bank of America worth $15.9K as of Q2 2025.
  • Bank of America was a new Financial Gravity Companies position in Q2 2025.
  • Bank of America made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #492 holding.
  • Financial Gravity Companies first reported a position in Bank of America in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Bank of America position peaked at $75K in Q1 2018.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.