Indie Asset Partners’s Bank of America BAC Stock Holding History

Indie Asset Partners’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	–	Sell	-5,460	Closed	-$228K	–	71
2025 Q1	$228K	Sell	5,460 -1,432	-21%	-$63.8K	0.2%	79
2024 Q4	$303K	Sell	6,892 -34	-0.5%	-$1.5K	0.24%	70
2024 Q3	$275K	Sell	6,926 -478	-6%	-$19.2K	0.21%	85
2024 Q2	$294K	Buy	7,404 +496	+7%	+$19K	0.23%	69
2024 Q1	$262K	Buy	6,908 +132	+2%	+$4.53K	0.23%	69
2023 Q4	$228K	Sell	6,776 -898	-12%	-$26.1K	0.21%	71
2023 Q3	$210K	Buy	7,674 +68	+0.9%	+$2.01K	0.21%	71
2023 Q2	$218K	Hold	7,606	–	–	0.24%	69
2023 Q1	$218K	Hold	7,606	–	–	0.25%	69
2022 Q4	$252K	Hold	7,606	–	–	0.28%	66
2022 Q3	$230K	Sell	7,606 -80	-1%	-$2.67K	0.24%	71
2022 Q2	$239K	Hold	7,686	–	–	0.21%	84
2022 Q1	$317K	Buy	7,686 +97	+1%	+$4.38K	0.24%	76
2021 Q4	$338K	Hold	7,589	–	–	0.25%	86
2021 Q3	$322K	Hold	7,589	–	–	0.26%	80
2021 Q2	$313K	Hold	7,589	–	–	0.25%	77
2021 Q1	$294K	Sell	7,589 -50	-0.7%	-$1.73K	0.33%	82
2020 Q4	$232K	Buy	+7,639	New	+$205K	0.27%	93
2020 Q3	–	Sell	-8,139	Closed	-$216K	–	94
2020 Q2	$216K	Buy	+8,139	New	+$192K	0.27%	82
2020 Q1	–	Sell	-8,264	Closed	-$291K	–	84
2019 Q4	$291K	Buy	+8,264	New	+$267K	0.31%	62

Other funds holding BAC

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

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

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

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

Indie Asset Partners's BAC Position: Q2 2025 in Review

Indie Asset Partners sold out of Bank of America (BAC) in Q2 2025, closing a stake of 5,460 shares — an estimated $228K sold.

Indie Asset Partners first reported a position in BAC in Q4 2019 and held it in 20 quarters. The position peaked at $338K in Q4 2021. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Indie Asset Partners reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Indie Asset Partners sold 5,460 Bank of America shares in Q2 2025, an estimated $228K.
Indie Asset Partners first reported a position in Bank of America in Q4 2019 and held it in 20 quarters.
Indie Asset Partners's Bank of America position peaked at $338K in Q4 2021.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.