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Freedom Investment Management’s Bank of America BAC Stock Holding History

Freedom Investment 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
Q3 		– Sell
-21,042
Closed -$996K – 195
2025
Q2 		$996K Sell
21,042
-3,278
-13% -$138K 0.08% 251
2025
Q1 		$1.01M Sell
24,320
-5,144
-17% -$229K 0.09% 232
2024
Q4 		$1.29M Sell
29,464
-1,453
-5% -$63.9K 0.11% 176
2024
Q3 		$1.23M Buy
30,917
+3,910
+14% +$157K 0.1% 193
2024
Q2 		$1.07M Buy
27,007
+1,807
+7% +$69.3K 0.09% 220
2024
Q1 		$956K Buy
25,200
+2,413
+11% +$82.8K 0.08% 258
2023
Q4 		$767K Sell
22,787
-1,319
-5% -$38.4K 0.06% 331
2023
Q3 		$660K Sell
24,106
-1,931
-7% -$57.1K 0.08% 307
2023
Q2 		$747K Buy
26,037
+5,101
+24% +$146K 0.08% 302
2023
Q1 		$599K Sell
20,936
-2,396
-10% -$79.1K 0.07% 353
2022
Q4 		$773K Sell
23,332
-1,821
-7% -$62.7K 0.09% 302
2022
Q3 		$760K Sell
25,153
-3,244
-11% -$108K 0.09% 295
2022
Q2 		$884K Sell
28,397
-5,492
-16% -$198K 0.09% 286
2022
Q1 		$1.4M Sell
33,889
-8,951
-21% -$404K 0.13% 216
2021
Q4 		$1.91M Buy
42,840
+250
+0.6% +$11.4K 0.14% 191
2021
Q3 		$1.81M Sell
42,590
-14,589
-26% -$588K 0.14% 197
2021
Q2 		$2.36M Sell
57,179
-7,259
-11% -$298K 0.18% 141
2021
Q1 		$2.49M Sell
64,438
-9,002
-12% -$311K 0.19% 119
2020
Q4 		$2.23M Buy
73,440
+1,365
+2% +$36.6K 0.24% 91
2020
Q3 		$1.74M Sell
72,075
-12,670
-15% -$315K 0.19% 110
2020
Q2 		$2.01M Sell
84,745
-54,888
-39% -$1.3M 0.22% 97
2020
Q1 		$4.83M Sell
139,633
-2,845
-2% -$85.3K 0.43% 49
2019
Q4 		$5.02M Buy
142,478
+1,424
+1% +$46K 0.44% 48
2019
Q3 		$4.12M Buy
141,054
+8,657
+7% +$249K 0.36% 47
2019
Q2 		$3.84M Buy
132,397
+7,034
+6% +$203K 0.32% 55
2019
Q1 		$3.46M Buy
125,363
+16,829
+16% +$476K 0.28% 70
2018
Q4 		$2.67M Sell
108,534
-10,810
-9% -$293K 0.21% 79
2018
Q3 		$3.72M Buy
119,344
+3,574
+3% +$109K 0.23% 65
2018
Q2 		$3.26M Buy
115,770
+4,596
+4% +$137K 0.2% 82
2018
Q1 		$3.33M Sell
111,174
-5,225
-4% -$164K 0.17% 89
2017
Q4 		$3.44M Buy
116,399
+26,542
+30% +$732K 0.18% 72
2017
Q3 		$2.28M Buy
89,857
+12,923
+17% +$314K 0.13% 121
2017
Q2 		$1.87M Buy
76,934
+9,655
+14% +$225K 0.11% 136
2017
Q1 		$1.59M Buy
67,279
+22,557
+50% +$535K 0.09% 169
2016
Q4 		$988K Sell
44,722
-10,234
-19% -$197K 0.06% 244
2016
Q3 		$860K Sell
54,956
-11,007
-17% -$164K 0.06% 284
2016
Q2 		$875K Sell
65,963
-5,452
-8% -$76.6K 0.06% 249
2016
Q1 		$966K Sell
71,415
-23,167
-24% -$313K 0.07% 223
2015
Q4 		$1.59M Buy
94,582
+89,900
+1,920% +$1.52M 0.12% 114
2015
Q3 		$621K Sell
4,682
-30,685
-87% -$516K 0.06% 271
2015
Q2 		$602K Buy
35,367
+5,638
+19% +$92.9K 0.06% 288
2015
Q1 		$458K Buy
29,729
+5,902
+25% +$94.8K 0.05% 336
2014
Q4 		$426K Buy
23,827
+3,988
+20% +$68.2K 0.06% 321
2014
Q3 		$338K Buy
19,839
+1,344
+7% +$21.4K 0.06% 311
2014
Q2 		$284K Buy
18,495
+3,530
+24% +$54.8K 0.05% 351
2014
Q1 		$257K Buy
14,965
+3,015
+25% +$50.7K 0.05% 329
2013
Q4 		$186K Sell
11,950
-13
-0.1% -$193 0.05% 403
2013
Q3 		$165K Buy
11,963
+906
+8% +$12.9K 0.05% 350
2013
Q2 		$142K Buy
+11,057
New +$141K 0.05% 303

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's BAC Position: Q3 2025 in Review

Freedom Investment Management sold out of Bank of America (BAC) in Q3 2025, closing a stake of 21,042 shares — an estimated $996K sold.

Freedom Investment Management first reported a position in BAC in Q2 2013 and held it in 49 quarters. The position peaked at $5.02M in Q4 2019. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Freedom Investment Management reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 21,042 Bank of America shares in Q3 2025, an estimated $996K.
  • Freedom Investment Management first reported a position in Bank of America in Q2 2013 and held it in 49 quarters.
  • Freedom Investment Management's Bank of America position peaked at $5.02M in Q4 2019.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.