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IronOak Wealth’s Bank of America BAC Stock Holding History

IronOak Wealth’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
2024
Q4 		$1.08M Buy
+24,489
New +$1.08M 1.21% 31

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IronOak Wealth's BAC Position: Q4 2024 in Review

IronOak Wealth opened a new position in Bank of America (BAC) in Q4 2024: 24,489 shares worth $1.08M. The stake represents 1.21% of the portfolio and ranks #31 among its holdings.

3,274 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • IronOak Wealth held 24,489 shares of Bank of America worth $1.08M as of Q4 2024.
  • Bank of America was a new IronOak Wealth position in Q4 2024.
  • Bank of America made up 1.21% of IronOak Wealth's portfolio in Q4 2024, its #31 holding.
  • 3,274 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.