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Kercheville Advisors’s Bank of America BAC Stock Holding History

Kercheville 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
Q4 		– Sell
-4,321
Closed -$223K – 120
2025
Q3 		$223K Buy
4,321
+4
+0.1% +$195 0.07% 92
2025
Q2 		$204K Buy
+4,317
New +$182K 0.07% 93
2022
Q4 		– Sell
-11,796
Closed -$356K – 88
2022
Q3 		$356K Sell
11,796
-193
-2% -$6.45K 0.36% 49
2022
Q2 		$373K Sell
11,989
-2,342
-16% -$84.3K 0.24% 55
2022
Q1 		$591K Buy
14,331
+1,180
+9% +$53.2K 0.28% 60
2021
Q4 		$585K Sell
13,151
-245
-2% -$11.2K 0.26% 63
2021
Q3 		$569K Buy
13,396
+306
+2% +$12.3K 0.27% 66
2021
Q2 		$540K Buy
13,090
+1,005
+8% +$41.2K 0.25% 70
2021
Q1 		$469K Buy
12,085
+855
+8% +$29.5K 0.24% 75
2020
Q4 		$338K Buy
+11,230
New +$301K 0.18% 80

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kercheville Advisors's BAC Position: Q4 2025 in Review

Kercheville Advisors sold out of Bank of America (BAC) in Q4 2025, closing a stake of 4,321 shares — an estimated $223K sold.

Kercheville Advisors first reported a position in BAC in Q4 2020 and held it in 10 quarters. The position peaked at $591K in Q1 2022. 3,599 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Kercheville Advisors reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Kercheville Advisors sold 4,321 Bank of America shares in Q4 2025, an estimated $223K.
  • Kercheville Advisors first reported a position in Bank of America in Q4 2020 and held it in 10 quarters.
  • Kercheville Advisors's Bank of America position peaked at $591K in Q1 2022.
  • 3,599 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Kercheville Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.