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Helium Advisors’s Bank of America BAC Stock Holding History

Helium 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
-5,674
Closed -$269K – 90
2025
Q2 		$269K Buy
5,674
+61
+1% +$2.57K 0.17% 83
2025
Q1 		$234K Sell
5,613
-786
-12% -$35K 0.17% 89
2024
Q4 		$281K Buy
+6,399
New +$282K 0.22% 70

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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 $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Helium Advisors's BAC Position: Q3 2025 in Review

Helium Advisors sold out of Bank of America (BAC) in Q3 2025, closing a stake of 5,674 shares — an estimated $269K sold.

Helium Advisors first reported a position in BAC in Q4 2024 and held it in 3 quarters. The position peaked at $281K in Q4 2024. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Helium Advisors reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Helium Advisors sold 5,674 Bank of America shares in Q3 2025, an estimated $269K.
  • Helium Advisors first reported a position in Bank of America in Q4 2024 and held it in 3 quarters.
  • Helium Advisors's Bank of America position peaked at $281K in Q4 2024.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Helium Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.