FSC Wealth Advisors’s Bank of America BAC Stock Holding History

FSC Wealth Advisors’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	-1,467	Closed	-$61.2K	–	84
2025 Q1	$61.2K	Sell	1,467 -123	-8%	-$5.48K	0.04%	100
2024 Q4	$69.9K	Sell	1,590 -315	-17%	-$13.9K	0.05%	100
2024 Q3	$75.6K	Sell	1,905 -183	-9%	-$7.33K	0.05%	99
2024 Q2	$83K	Buy	2,088 +1,888	+944%	+$72.4K	0.06%	81
2024 Q1	$7.58K	Hold	200	–	–	0.01%	210
2023 Q4	$6.73K	Hold	200	–	–	﹤0.01%	220
2023 Q3	$5.48K	Hold	200	–	–	0.01%	197
2023 Q2	$5.74K	Hold	200	–	–	0.01%	164
2023 Q1	$5.72K	Hold	200	–	–	0.01%	138
2022 Q4	$6.62K	Sell	200 -131	-40%	-$4.51K	0.01%	124
2022 Q3	$10K	Hold	331	–	–	0.1%	105
2022 Q2	$10K	Buy	331 +131	+66%	+$4.72K	0.09%	103
2022 Q1	$8K	Hold	200	–	–	0.01%	130
2021 Q4	$9K	Buy	+200	New	+$9.11K	0.01%	135

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

FSC Wealth Advisors's BAC Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Bank of America (BAC) in Q2 2025, closing a stake of 1,467 shares — an estimated $61.2K sold.

FSC Wealth Advisors first reported a position in BAC in Q4 2021 and held it in 14 quarters. The position peaked at $83K in Q2 2024. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

FSC Wealth Advisors reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 1,467 Bank of America shares in Q2 2025, an estimated $61.2K.
FSC Wealth Advisors first reported a position in Bank of America in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Bank of America position peaked at $83K in Q2 2024.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.