Iconiq Capital’s Bank of America BAC Stock Holding History

Iconiq Capital’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	-4,506	Closed	-$232K	–	86
2025 Q3	$232K	Sell	4,506 -24,901	-85%	-$1.21M	﹤0.01%	92
2025 Q2	$1.39M	Sell	29,407 -10,477	-26%	-$441K	0.02%	82
2025 Q1	$901K	Buy	39,884 +4,755	+14%	+$212K	0.02%	100
2024 Q4	$1.54M	Buy	35,129 +17,179	+96%	+$756K	0.02%	67
2024 Q3	$712K	Buy	17,950 +10,905	+155%	+$437K	0.02%	72
2024 Q2	$280K	Buy	+7,045	New	+$270K	0.01%	79

Other funds holding BAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Iconiq Capital's BAC Position: Q4 2025 in Review

Iconiq Capital sold out of Bank of America (BAC) in Q4 2025, closing a stake of 4,506 shares — an estimated $232K sold.

Iconiq Capital first reported a position in BAC in Q2 2024 and held it in 6 quarters. The position peaked at $1.54M in Q4 2024. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Iconiq Capital reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
Iconiq Capital sold 4,506 Bank of America shares in Q4 2025, an estimated $232K.
Iconiq Capital first reported a position in Bank of America in Q2 2024 and held it in 6 quarters.
Iconiq Capital's Bank of America position peaked at $1.54M in Q4 2024.
3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Iconiq Capital's 13F filing for Q4 2025, filed 13 Feb 2026.