Kowal Investment Group’s Bank of America BAC Stock Holding History

Kowal Investment Group’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 Q3	$649K	Buy	16,365 +1,021	+7%	+$40.9K	0.12%	97
2024 Q2	$610K	Buy	15,344 +766	+5%	+$29.4K	0.12%	92
2024 Q1	$553K	Buy	14,578 +2,548	+21%	+$87.5K	0.12%	96
2023 Q4	$405K	Sell	12,030 -659	-5%	-$19.2K	0.09%	100
2023 Q3	$347K	Buy	12,689 +387	+3%	+$11.4K	0.09%	99
2023 Q2	$353K	Buy	12,302 +63	+0.5%	+$1.8K	0.09%	105
2023 Q1	$350K	Buy	12,239 +2,353	+24%	+$77.7K	0.1%	100
2022 Q4	$327K	Sell	9,886 -253	-2%	-$8.71K	0.1%	109
2022 Q3	$306K	Buy	10,139 +2,971	+41%	+$99.3K	0.1%	100
2022 Q2	$223K	Buy	+7,168	New	+$258K	0.07%	129
2021 Q4	–	Sell	-1,829	Closed	-$78K	–	198
2021 Q3	$78K	Buy	+1,829	New	+$73.7K	0.02%	184

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kowal Investment Group's BAC Position: Q3 2024 in Review

Kowal Investment Group increased its Bank of America (BAC) stake by 6.7% in Q3 2024, buying an estimated $40.9K and bringing the position to 16,365 shares worth $649K. The position accounts for 0.12% of the portfolio, ranked #97.

Kowal Investment Group first reported a position in BAC in Q3 2021 and has held it in 11 quarters since. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Kowal Investment Group held 16,365 shares of Bank of America worth $649K as of Q3 2024.
Kowal Investment Group bought 1,021 Bank of America shares in Q3 2024, an estimated $40.9K.
Bank of America made up 0.12% of Kowal Investment Group's portfolio in Q3 2024, its #97 holding.
Kowal Investment Group first reported a position in Bank of America in Q3 2021 and has held it in 11 quarters since.
2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.