Firestone Capital Management’s Bank of America BAC Stock Holding History

Firestone Capital Management’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 Q1	–	Sell	-6,005	Closed	-$264K	–	150
2024 Q4	$264K	Buy	6,005 +4	+0.1%	+$176	0.07%	130
2024 Q3	$238K	Buy	6,001 +4	+0.1%	+$160	0.06%	133
2024 Q2	$239K	Buy	5,997 +388	+7%	+$14.9K	0.07%	128
2024 Q1	$213K	Buy	+5,609	New	+$193K	0.06%	136
2021 Q4	–	Sell	-2,340	Closed	-$96K	–	155
2021 Q3	$96K	Hold	2,340	–	–	0.03%	173
2021 Q2	$96K	Buy	2,340 +2	+0.1%	+$82	0.03%	168
2021 Q1	$90K	Sell	2,338 -286	-11%	-$9.87K	0.03%	172
2020 Q4	$80K	Buy	2,624 +838	+47%	+$22.5K	0.03%	177
2020 Q3	$43K	Hold	1,786	–	–	0.02%	201
2020 Q2	$42K	Hold	1,786	–	–	0.02%	196
2020 Q1	$38K	Buy	1,786 +501	+39%	+$15K	0.02%	200
2019 Q4	$45K	Buy	+1,285	New	+$41.5K	0.02%	216

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Firestone Capital Management's BAC Position: Q1 2025 in Review

Firestone Capital Management sold out of Bank of America (BAC) in Q1 2025, closing a stake of 6,005 shares — an estimated $264K sold.

Firestone Capital Management first reported a position in BAC in Q4 2019 and held it in 12 quarters. The position peaked at $264K in Q4 2024. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Firestone Capital Management reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Firestone Capital Management sold 6,005 Bank of America shares in Q1 2025, an estimated $264K.
Firestone Capital Management first reported a position in Bank of America in Q4 2019 and held it in 12 quarters.
Firestone Capital Management's Bank of America position peaked at $264K in Q4 2024.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Firestone Capital Management's 13F filing for Q1 2025, filed 2 May 2025.