FSA Wealth Management’s Bank of America BAC Stock Holding History

FSA Wealth 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	$213K	Buy	4,124 +4	+0.1%	+$195	0.08%	54
2025 Q2	$195K	Buy	4,120 +4	+0.1%	+$168	0.08%	56
2025 Q1	$172K	Buy	4,116 +4	+0.1%	+$178	0.07%	59
2024 Q4	$181K	Buy	4,112 +5	+0.1%	+$220	0.07%	56
2024 Q3	$163K	Buy	+4,107	New	+$165K	0.07%	64
2024 Q1	$159K	Buy	4,194 +5	+0.1%	+$172	0.07%	61
2023 Q4	$141K	Buy	+4,189	New	+$122K	0.07%	63
2021 Q1	–	Sell	-6,909	Closed	-$209K	–	65
2020 Q4	$209K	Buy	+6,909	New	+$185K	0.1%	55
2020 Q3	–	Sell	-7,009	Closed	-$166K	–	86
2020 Q2	$166K	Sell	7,009 -411	-6%	-$9.71K	0.11%	61
2020 Q1	$158K	Hold	7,420	–	–	0.13%	54
2019 Q4	$261K	Buy	+7,420	New	+$240K	0.18%	40

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

FSA Wealth Management's BAC Position: Q3 2025 in Review

FSA Wealth Management increased its Bank of America (BAC) stake by 0.1% in Q3 2025, buying an estimated $195 and bringing the position to 4,124 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #54.

FSA Wealth Management first reported a position in BAC in Q4 2019 and has held it in 11 quarters since. The position peaked at $261K in Q4 2019. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

FSA Wealth Management held 4,124 shares of Bank of America worth $213K as of Q3 2025.
FSA Wealth Management bought 4 Bank of America shares in Q3 2025, an estimated $195.
Bank of America made up 0.08% of FSA Wealth Management's portfolio in Q3 2025, its #54 holding.
FSA Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Bank of America position peaked at $261K in Q4 2019.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.