Insight Inv LLC’s Bank of America BAC Stock Holding History

Insight Inv LLC’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	-12,193	Closed	-$84.4K	–	122
2025 Q1	$84.4K	Buy	+12,193	New	+$543K	0.06%	105

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

Insight Inv LLC's BAC Position: Q2 2025 in Review

Insight Inv LLC sold out of Bank of America (BAC) in Q2 2025, closing a stake of 12,193 shares — an estimated $84.4K sold.

Insight Inv LLC first reported a position in BAC in Q1 2025 and held it in 1 quarter. The position peaked at $84.4K in Q1 2025. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Insight Inv LLC reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Insight Inv LLC sold 12,193 Bank of America shares in Q2 2025, an estimated $84.4K.
Insight Inv LLC first reported a position in Bank of America in Q1 2025 and held it in 1 quarter.
Insight Inv LLC's Bank of America position peaked at $84.4K in Q1 2025.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Insight Inv LLC's 13F filing for Q2 2025, filed 24 Jul 2025.