J.W. Coons Advisors’s Bank of America BAC Stock Holding History

J.W. Coons Advisors’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	$392K	Hold	8,286	–	–	0.09%	183
2025 Q1	$346K	Hold	8,286	–	–	0.09%	179
2024 Q4	$364K	Hold	8,286	–	–	0.09%	176
2024 Q3	$329K	Sell	8,286 -1,390	-14%	-$55.7K	0.08%	188
2024 Q2	$385K	Buy	9,676 +1,700	+21%	+$65.2K	0.09%	171
2024 Q1	$302K	Hold	7,976	–	–	0.07%	194
2023 Q4	$269K	Hold	7,976	–	–	0.07%	203
2023 Q3	$218K	Hold	7,976	–	–	0.06%	216
2023 Q2	$229K	Sell	7,976 -445	-5%	-$12.7K	0.06%	224
2023 Q1	$241K	Hold	8,421	–	–	0.07%	219
2022 Q4	$279K	Buy	8,421 +960	+13%	+$33.1K	0.08%	193
2022 Q3	$225K	Hold	7,461	–	–	0.09%	197
2022 Q2	$234K	Hold	7,461	–	–	0.08%	216
2022 Q1	$307K	Hold	7,461	–	–	0.09%	193
2021 Q4	$333K	Sell	7,461 -4,800	-39%	-$219K	0.1%	184
2021 Q3	$519K	Sell	12,261 -1,000	-8%	-$40.3K	0.18%	137
2021 Q2	$546K	Hold	13,261	–	–	0.19%	127
2021 Q1	$513K	Sell	13,261 -700	-5%	-$24.2K	0.18%	136
2020 Q4	$422K	Sell	13,961 -160	-1%	-$4.29K	0.16%	142
2020 Q3	$341K	Buy	14,121 +1,300	+10%	+$32.4K	0.14%	149
2020 Q2	$306K	Sell	12,821 -340	-3%	-$8.03K	0.14%	151
2020 Q1	$277K	Buy	+13,161	New	+$395K	0.15%	151

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

J.W. Coons Advisors's BAC Position: Q2 2025 in Review

J.W. Coons Advisors held its Bank of America (BAC) position steady in Q2 2025 at 8,286 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #183.

J.W. Coons Advisors first reported a position in BAC in Q1 2020 and has held it in 22 quarters since. The position peaked at $546K in Q2 2021. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

J.W. Coons Advisors held 8,286 shares of Bank of America worth $392K as of Q2 2025.
J.W. Coons Advisors left its Bank of America share count unchanged in Q2 2025.
Bank of America made up 0.09% of J.W. Coons Advisors's portfolio in Q2 2025, its #183 holding.
J.W. Coons Advisors first reported a position in Bank of America in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Bank of America position peaked at $546K in Q2 2021.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.