Floyd Financial Group’s Bank of America BAC Stock Holding History

Floyd Financial Group’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	-14,076	Closed	-$587K	–	54
2025 Q1	$587K	Buy	14,076 +1,026	+8%	+$45.7K	0.53%	43
2024 Q4	$589K	Buy	+13,050	New	+$574K	0.48%	48

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

Floyd Financial Group's BAC Position: Q2 2025 in Review

Floyd Financial Group sold out of Bank of America (BAC) in Q2 2025, closing a stake of 14,076 shares — an estimated $587K sold.

Floyd Financial Group first reported a position in BAC in Q4 2024 and held it in 2 quarters. The position peaked at $589K in Q4 2024. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Floyd Financial Group reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Floyd Financial Group sold 14,076 Bank of America shares in Q2 2025, an estimated $587K.
Floyd Financial Group first reported a position in Bank of America in Q4 2024 and held it in 2 quarters.
Floyd Financial Group's Bank of America position peaked at $589K in Q4 2024.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Floyd Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.