Legend Financial Advisors’s Bank of America BAC Stock Holding History

Legend Financial Advisors’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	–	Sell	-12	Closed	-$558	–	47
2025 Q2	$558	Buy	+12	New	+$505	﹤0.01%	161
2025 Q1	–	Sell	-210	Closed	-$9.21K	–	57
2024 Q4	$9.21K	Buy	210 +198	+1,650%	+$8.71K	0.01%	122
2024 Q3	$460	Sell	12 -198	-94%	-$7.93K	﹤0.01%	148
2024 Q2	$8.33K	Buy	210 +199	+1,809%	+$7.63K	0.01%	161
2024 Q1	$431	Hold	11	–	–	﹤0.01%	183
2023 Q4	$380	Sell	11 -745	-99%	-$21.7K	﹤0.01%	191
2023 Q3	$20.7K	Hold	756	–	–	0.02%	93
2023 Q2	$21.7K	Hold	756	–	–	0.02%	97
2023 Q1	$21.6K	Hold	756	–	–	0.02%	100
2022 Q4	$25K	Buy	756 +745	+6,773%	+$25.7K	0.02%	101
2022 Q3	$333	Buy	+11	New	+$368	﹤0.01%	229

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

Legend Financial Advisors's BAC Position: Q3 2025 in Review

Legend Financial Advisors sold out of Bank of America (BAC) in Q3 2025, closing a stake of 12 shares — an estimated $558 sold.

Legend Financial Advisors first reported a position in BAC in Q3 2022 and held it in 11 quarters. The position peaked at $25K in Q4 2022. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Legend Financial Advisors reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 12 Bank of America shares in Q3 2025, an estimated $558.
Legend Financial Advisors first reported a position in Bank of America in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Bank of America position peaked at $25K in Q4 2022.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.