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Kotler Kevin’s Bank of America BAC Stock Holding History

Kotler Kevin’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 		$242K Buy
+4,392
New +$232K 0.06% 35

Other funds holding BAC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Kotler Kevin's BAC Position: Q4 2025 in Review

Kotler Kevin opened a new position in Bank of America (BAC) in Q4 2025: 4,392 shares worth $242K. The stake represents 0.06% of the portfolio and ranks #35 among its holdings.

3,610 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Kotler Kevin held 4,392 shares of Bank of America worth $242K as of Q4 2025.
  • Bank of America was a new Kotler Kevin position in Q4 2025.
  • Bank of America made up 0.06% of Kotler Kevin's portfolio in Q4 2025, its #35 holding.
  • 3,610 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Kotler Kevin's 13F filing for Q4 2025, filed 17 Feb 2026.