Laird Norton Wetherby Wealth Management’s Bank of America BAC Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	$9.27M	Buy	179,777 +1,272	+0.7%	+$62.1K	0.38%	35
2025 Q2	$8.45M	Buy	+178,505	New	+$7.51M	0.38%	32
2024 Q4	$7.98M	Sell	181,622 -10,528	-5%	-$463K	0.38%	36
2024 Q3	$7.62M	Sell	192,150 -301	-0.2%	-$12.1K	0.35%	43
2024 Q2	$7.65M	Sell	192,451 -1,469	-0.8%	-$56.3K	0.36%	42
2024 Q1	$7.35M	Buy	193,920 +3,515	+2%	+$121K	0.35%	47
2023 Q4	$6.41M	Sell	190,405 -6,088	-3%	-$177K	0.33%	50
2023 Q3	$5.38M	Sell	196,493 -11,586	-6%	-$343K	0.31%	57
2023 Q2	$5.97M	Buy	208,079 +11,801	+6%	+$337K	0.32%	52
2023 Q1	$5.61M	Sell	196,278 -11,536	-6%	-$381K	0.33%	54
2022 Q4	$6.88M	Buy	207,814 +2,796	+1%	+$96.3K	0.44%	36
2022 Q3	$6.19M	Buy	205,018 +21,196	+12%	+$709K	0.44%	36
2022 Q2	$5.72M	Sell	183,822 -1,277	-0.7%	-$46K	0.39%	39
2022 Q1	$7.63M	Buy	185,099 +4,436	+2%	+$200K	0.44%	34
2021 Q4	$8.04M	Buy	180,663 +5,789	+3%	+$264K	0.45%	34
2021 Q3	$7.42M	Buy	174,874 +842	+0.5%	+$33.9K	0.46%	31
2021 Q2	$7.17M	Buy	174,032 +11,745	+7%	+$481K	0.44%	33
2021 Q1	$6.28M	Sell	162,287 -4,067	-2%	-$140K	0.48%	33
2020 Q4	$5.04M	Sell	166,354 -3,691	-2%	-$98.9K	0.34%	51
2020 Q3	$4.1M	Buy	170,045 +6,372	+4%	+$159K	0.36%	51
2020 Q2	$3.89M	Buy	163,673 +10,806	+7%	+$255K	0.37%	49
2020 Q1	$3.25M	Sell	152,867 -17,211	-10%	-$516K	0.36%	56
2019 Q4	$5.99M	Buy	170,078 +4,148	+2%	+$134K	0.59%	23
2019 Q3	$4.84M	Buy	165,930 +3,755	+2%	+$108K	0.51%	31
2019 Q2	$4.7M	Sell	162,175 -248	-0.2%	-$7.15K	0.51%	32
2019 Q1	$4.48M	Buy	162,423 +11,563	+8%	+$327K	0.56%	33
2018 Q4	$3.72M	Sell	150,860 -5,954	-4%	-$162K	0.53%	37
2018 Q3	$4.62M	Buy	156,814 +3,192	+2%	+$97.2K	0.57%	28
2018 Q2	$4.33M	Sell	153,622 -728	-0.5%	-$21.7K	0.59%	29
2018 Q1	$4.63M	Buy	154,350 +3,079	+2%	+$96.7K	0.64%	24
2017 Q4	$4.46M	Buy	151,271 +1,694	+1%	+$46.7K	0.62%	28
2017 Q3	$3.79M	Buy	149,577 +4,085	+3%	+$99.1K	0.56%	32
2017 Q2	$3.53M	Buy	145,492 +9,959	+7%	+$232K	0.6%	28
2017 Q1	$3.2M	Buy	135,533 +5,438	+4%	+$129K	0.57%	29
2016 Q4	$2.88M	Buy	130,095 +2,124	+2%	+$40.9K	0.56%	28
2016 Q3	$2M	Buy	127,971 +8,141	+7%	+$121K	0.41%	50
2016 Q2	$1.59M	Buy	119,830 +6,922	+6%	+$97.2K	0.35%	52
2016 Q1	$1.53M	Sell	112,908 -16,622	-13%	-$224K	0.36%	53
2015 Q4	$2.18M	Buy	129,530 +1,775	+1%	+$30K	0.52%	38
2015 Q3	$1.99M	Buy	127,755 +14,177	+12%	+$239K	0.51%	42
2015 Q2	$1.93M	Buy	113,578 +3,902	+4%	+$64.3K	0.46%	42
2015 Q1	$1.69M	Buy	109,676 +1,035	+1%	+$16.6K	0.41%	47
2014 Q4	$1.94M	Buy	108,641 +2,079	+2%	+$35.6K	0.49%	38
2014 Q3	$1.82M	Buy	106,562 +949	+0.9%	+$15.1K	0.51%	36
2014 Q2	$1.62M	Sell	105,613 -8,592	-8%	-$133K	0.46%	40
2014 Q1	$1.96M	Buy	114,205 +1,147	+1%	+$19.3K	0.56%	31
2013 Q4	$1.76M	Sell	113,058 -4,800	-4%	-$71.2K	0.5%	39
2013 Q3	$1.63M	Buy	117,858 +7,426	+7%	+$106K	0.51%	36
2013 Q2	$1.42M	Buy	+110,432	New	+$1.41M	0.49%	37

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

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

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

Laird Norton Wetherby Wealth Management's BAC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Bank of America (BAC) stake by 0.71% in Q3 2025, buying an estimated $62.1K and bringing the position to 179,777 shares worth $9.27M. The position accounts for 0.38% of the portfolio, ranked #35.

Laird Norton Wetherby Wealth Management first reported a position in BAC in Q2 2013 and has held it in 49 quarters since. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Laird Norton Wetherby Wealth Management held 179,777 shares of Bank of America worth $9.27M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 1,272 Bank of America shares in Q3 2025, an estimated $62.1K.
Bank of America made up 0.38% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #35 holding.
Laird Norton Wetherby Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 49 quarters since.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.