Financial Partners Group (Tennessee)’s Bank of America BAC Stock Holding History

Financial Partners Group (Tennessee)’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	$1.96M	Sell	41,371 -1,677	-4%	-$70.6K	0.71%	35
2025 Q1	$1.8M	Sell	43,048 -4,345	-9%	-$194K	0.78%	31
2024 Q4	$2.08M	Sell	47,393 -2,306	-5%	-$101K	0.87%	28
2024 Q3	$1.97M	Sell	49,699 -776	-2%	-$31.1K	0.74%	32
2024 Q2	$2.01M	Sell	50,475 -1,242	-2%	-$47.6K	0.78%	30
2024 Q1	$1.96M	Buy	51,717 +8,516	+20%	+$292K	0.76%	35
2023 Q4	$1.45M	Buy	+43,201	New	+$1.26M	0.66%	37

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

Financial Partners Group (Tennessee)'s BAC Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Bank of America (BAC) stake by 3.9% in Q2 2025, selling an estimated $70.6K and leaving 41,371 shares worth $1.96M. The position accounts for 0.71% of the portfolio, ranked #35.

Financial Partners Group (Tennessee) first reported a position in BAC in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2024. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Financial Partners Group (Tennessee) held 41,371 shares of Bank of America worth $1.96M as of Q2 2025.
Financial Partners Group (Tennessee) sold 1,677 Bank of America shares in Q2 2025, an estimated $70.6K.
Bank of America made up 0.71% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #35 holding.
Financial Partners Group (Tennessee) first reported a position in Bank of America in Q4 2023 and has held it in 7 quarters since.
Financial Partners Group (Tennessee)'s Bank of America position peaked at $2.08M in Q4 2024.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.