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
2022 Q4	–	Hold	0	–	-$45K	–	907
2022 Q3	–	Hold	0	–	–	–	871
2022 Q2	–	Sell	-2,000	Closed	-$82K	–	915
2022 Q1	$82K	Sell	2,000 -20,500	-91%	-$925K	﹤0.01%	912
2021 Q4	$1M	Buy	22,500 +12,500	+125%	+$569K	0.06%	323
2021 Q3	$425K	Buy	10,000 +5,500	+122%	+$222K	0.03%	561
2021 Q2	$186K	Buy	+4,500	New	+$184K	0.01%	881

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.