Hickory Asset Management’s Bank of America BAC Stock Holding History

Hickory Asset 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 Q2	$359K	Buy	7,578 +39	+0.5%	+$1.64K	0.3%	64
2025 Q1	$315K	Sell	7,539 -78	-1%	-$3.48K	0.28%	70
2024 Q4	$335K	Buy	+7,617	New	+$335K	0.28%	71

Other funds holding BAC

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hickory Asset Management's BAC Position: Q2 2025 in Review

Hickory Asset Management increased its Bank of America (BAC) stake by 0.52% in Q2 2025, buying an estimated $1.64K and bringing the position to 7,578 shares worth $359K. The position accounts for 0.3% of the portfolio, ranked #64.

Hickory Asset Management first reported a position in BAC in Q4 2024 and has held it in 3 quarters since. 3,320 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Hickory Asset Management held 7,578 shares of Bank of America worth $359K as of Q2 2025.
Hickory Asset Management bought 39 Bank of America shares in Q2 2025, an estimated $1.64K.
Bank of America made up 0.3% of Hickory Asset Management's portfolio in Q2 2025, its #64 holding.
Hickory Asset Management first reported a position in Bank of America in Q4 2024 and has held it in 3 quarters since.
3,320 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.