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

Gibson 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 Q3	–	Sell	-5,445	Closed	-$258K	–	33
2025 Q2	$258K	Buy	5,445 +125	+2%	+$5.26K	0.19%	36
2025 Q1	$222K	Hold	5,320	–	–	0.18%	34
2024 Q4	$234K	Hold	5,320	–	–	0.19%	33
2024 Q3	$211K	Hold	5,320	–	–	0.17%	34
2024 Q2	$212K	Hold	5,320	–	–	0.2%	34
2024 Q1	$202K	Buy	+5,320	New	+$183K	0.19%	35
2022 Q4	$1.17M	Buy	34,083 +33,542	+6,200%	+$1.16M	0.02%	74
2022 Q3	$16K	Hold	541	–	–	0.02%	79
2022 Q2	$17K	Hold	541	–	–	0.02%	73
2022 Q1	$22K	Hold	541	–	–	0.02%	74
2021 Q4	$24K	Buy	+541	New	+$24.6K	0.02%	63

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

Gibson Wealth Advisors's BAC Position: Q3 2025 in Review

Gibson Wealth Advisors sold out of Bank of America (BAC) in Q3 2025, closing a stake of 5,445 shares — an estimated $258K sold.

Gibson Wealth Advisors first reported a position in BAC in Q4 2021 and held it in 11 quarters. The position peaked at $1.17M in Q4 2022. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Gibson Wealth Advisors reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Gibson Wealth Advisors sold 5,445 Bank of America shares in Q3 2025, an estimated $258K.
Gibson Wealth Advisors first reported a position in Bank of America in Q4 2021 and held it in 11 quarters.
Gibson Wealth Advisors's Bank of America position peaked at $1.17M in Q4 2022.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Gibson Wealth Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.