GF
BAC icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gries Financial's BAC Position: Q3 2025 in Review

Gries Financial increased its Bank of America (BAC) stake by 3.9% in Q3 2025, buying an estimated $93.8K and bringing the position to 51,283 shares worth $2.65M. The position accounts for 0.42% of the portfolio, ranked #45.

Gries Financial first reported a position in BAC in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.57M in Q2 2024. 3,366 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Gries Financial held 51,283 shares of Bank of America worth $2.65M as of Q3 2025.
  • Gries Financial bought 1,923 Bank of America shares in Q3 2025, an estimated $93.8K.
  • Bank of America made up 0.42% of Gries Financial's portfolio in Q3 2025, its #45 holding.
  • Gries Financial first reported a position in Bank of America in Q1 2021 and has held it in 13 quarters since.
  • Gries Financial's Bank of America position peaked at $3.57M in Q2 2024.
  • 3,366 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.