Gries Financial’s Bank of America BAC Stock Holding History

Gries Financial’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	$2.65M	Buy	51,283 +1,923	+4%	+$93.8K	0.42%	45
2025 Q2	$2.34M	Buy	49,360 +512	+1%	+$21.5K	0.43%	46
2025 Q1	$2.04M	Sell	48,848 -4,116	-8%	-$183K	0.4%	51
2024 Q4	$2.33M	Buy	52,964 +711	+1%	+$31.3K	0.41%	53
2024 Q3	$2.07M	Sell	52,253 -37,422	-42%	-$1.5M	0.39%	61
2024 Q2	$3.57M	Sell	89,675 -1,569	-2%	-$60.1K	0.73%	22
2024 Q1	$3.46M	Buy	91,244 +318	+0.3%	+$10.9K	0.58%	38
2023 Q4	$3.06M	Buy	90,926 +2,061	+2%	+$60K	0.67%	28
2023 Q3	$2.43M	Buy	88,865 +2,971	+3%	+$87.9K	0.66%	34
2023 Q2	$2.46M	Buy	+85,894	New	+$2.45M	0.68%	35
2021 Q4	–	Sell	-6,120	Closed	-$260K	–	158
2021 Q3	$260K	Sell	6,120 -13,754	-69%	-$554K	0.08%	144
2021 Q2	$761K	Sell	19,874 -568	-3%	-$23.3K	0.24%	90
2021 Q1	$855K	Buy	+20,442	New	+$705K	0.27%	85

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

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