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Greenup Street Wealth Management’s Bank of America BAC Stock Holding History

Greenup Street 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
-6,020
Closed -$311K – 122
2025
Q3 		$311K Buy
+6,020
New +$294K 0.05% 116
2024
Q1 		– Sell
-32,661
Closed -$1.1M – 81
2023
Q4 		$1.1M Buy
+32,661
New +$951K 0.31% 49

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

Greenup Street Wealth Management's BAC Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 6,020 shares — an estimated $311K sold.

Greenup Street Wealth Management first reported a position in BAC in Q4 2023 and held it in 2 quarters. The position peaked at $1.1M in Q4 2023. 3,616 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Greenup Street Wealth Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Greenup Street Wealth Management sold 6,020 Bank of America shares in Q4 2025, an estimated $311K.
  • Greenup Street Wealth Management first reported a position in Bank of America in Q4 2023 and held it in 2 quarters.
  • Greenup Street Wealth Management's Bank of America position peaked at $1.1M in Q4 2023.
  • 3,616 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.