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Legacy Investment Solutions’s Bank of America BAC Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.85K Buy
+39
New +$1.64K ﹤0.01% 525
2024
Q4 		$4.22K Hold
89
– – ﹤0.01% 406
2024
Q3 		$4.08K Buy
+89
New +$3.57K ﹤0.01% 408

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's BAC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Bank of America (BAC) in Q2 2025: 39 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BAC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BAC in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.22K in Q4 2024. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Legacy Investment Solutions held 39 shares of Bank of America worth $1.85K as of Q2 2025.
  • Bank of America was a new Legacy Investment Solutions position in Q2 2025.
  • Bank of America made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #525 holding.
  • Legacy Investment Solutions first reported a position in Bank of America in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Bank of America position peaked at $4.22K in Q4 2024.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.