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Future Financial Wealth Management’s Bank of America BAC Stock Holding History

Future Financial 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
Q4 		– Sell
-2,541
Closed -$131K – 146
2025
Q3 		$131K Buy
2,541
+1
+0% +$49 0.08% 152
2025
Q2 		$120K Buy
2,540
+2
+0.1% +$84 0.08% 151
2025
Q1 		$106K Buy
2,538
+2
+0.1% +$89 0.08% 150
2024
Q4 		$111K Sell
2,536
-813
-24% -$35.8K 0.08% 149
2024
Q3 		$133K Buy
+3,349
New +$134K 0.09% 141
2024
Q2 		– Sell
-5,641
Closed -$214K – 141
2024
Q1 		$214K Sell
5,641
-990
-15% -$34K 0.16% 104
2023
Q4 		$223K Buy
+6,631
New +$193K 0.22% 91
2023
Q3 		– Sell
-7,795
Closed -$224K – 103
2023
Q2 		$224K Sell
7,795
-123
-2% -$3.51K 0.24% 95
2023
Q1 		$226K Buy
7,918
+1,246
+19% +$41.1K 0.25% 95
2022
Q4 		$221K Buy
6,672
+11
+0.2% +$379 0.25% 93
2022
Q3 		$207K Buy
6,661
+6
+0.1% +$201 0.24% 106
2022
Q2 		$274K Hold
6,655
– – 0.27% 97
2022
Q1 		$274K Buy
6,655
+5
+0.1% +$226 0.23% 97
2021
Q4 		$307K Buy
6,650
+10
+0.2% +$456 0.25% 92
2021
Q3 		$274K Hold
6,640
– – 0.28% 94
2021
Q2 		$274K Buy
6,640
+4
+0.1% +$164 0.28% 94
2021
Q1 		$257K Buy
6,636
+5
+0.1% +$173 0.3% 88
2020
Q4 		$201K Buy
+6,631
New +$178K 0.23% 111

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Future Financial Wealth Management's BAC Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 2,541 shares — an estimated $131K sold.

Future Financial Wealth Management first reported a position in BAC in Q4 2020 and held it in 18 quarters. The position peaked at $307K in Q4 2021. 3,616 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 2,541 Bank of America shares in Q4 2025, an estimated $131K.
  • Future Financial Wealth Management first reported a position in Bank of America in Q4 2020 and held it in 18 quarters.
  • Future Financial Wealth Management's Bank of America position peaked at $307K in Q4 2021.
  • 3,616 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.