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Lindbrook Capital’s Bank of America BAC Stock Holding History

Lindbrook Capital’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
Q1 		$2.18M Sell
52,326
-6,509
-11% -$290K 0.2% 70
2024
Q4 		$2.59M Buy
58,835
+1,167
+2% +$51.3K 0.23% 60
2024
Q3 		$2.29M Sell
57,668
-1,044
-2% -$41.8K 0.2% 68
2024
Q2 		$2.33M Buy
58,712
+5,517
+10% +$211K 0.22% 66
2024
Q1 		$2.02M Buy
53,195
+1,295
+2% +$44.5K 0.19% 78
2023
Q4 		$1.75M Sell
51,900
-125,872
-71% -$3.66M 0.17% 75
2023
Q3 		$4.87M Sell
177,772
-11,133
-6% -$329K 0.54% 32
2023
Q2 		$5.42M Buy
188,905
+15,882
+9% +$453K 0.58% 29
2023
Q1 		$4.95M Buy
173,023
+123,091
+247% +$4.06M 0.58% 29
2022
Q4 		$1.65M Buy
49,932
+3,476
+7% +$120K 0.2% 80
2022
Q3 		$1.4M Buy
46,456
+5,663
+14% +$189K 0.24% 53
2022
Q2 		$1.27M Sell
40,793
-2,557
-6% -$92.1K 0.21% 65
2022
Q1 		$1.79M Sell
43,350
-306
-0.7% -$13.8K 0.28% 47
2021
Q4 		$1.94M Buy
43,656
+24,448
+127% +$1.11M 0.3% 45
2021
Q3 		$815K Sell
19,208
-1,801
-9% -$72.5K 0.21% 39
2021
Q2 		$866K Hold
21,009
– – 0.19% 39
2021
Q1 		$813K Sell
21,009
-497
-2% -$17.1K 0.18% 46
2020
Q4 		$652K Buy
21,506
+1,033
+5% +$27.7K 0.16% 50
2020
Q3 		$493K Buy
20,473
+1,415
+7% +$35.2K 0.14% 59
2020
Q2 		$453K Sell
19,058
-95
-0.5% -$2.25K 0.13% 57
2020
Q1 		$408K Sell
19,153
-4,057
-17% -$122K 0.15% 54
2019
Q4 		$817K Sell
23,210
-276
-1% -$8.92K 0.28% 31
2019
Q3 		$685K Sell
23,486
-148
-0.6% -$4.26K 0.26% 35
2019
Q2 		$685K Buy
23,634
+2,557
+12% +$73.7K 0.26% 31
2019
Q1 		$581K Sell
21,077
-1,783
-8% -$50.4K 0.23% 43
2018
Q4 		$563K Buy
+22,860
New +$620K 0.28% 36

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's BAC Position: Q1 2025 in Review

Lindbrook Capital reduced its Bank of America (BAC) stake by 11% in Q1 2025, selling an estimated $290K and leaving 52,326 shares worth $2.18M. The position accounts for 0.2% of the portfolio, ranked #70.

Lindbrook Capital first reported a position in BAC in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.42M in Q2 2023. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Lindbrook Capital held 52,326 shares of Bank of America worth $2.18M as of Q1 2025.
  • Lindbrook Capital sold 6,509 Bank of America shares in Q1 2025, an estimated $290K.
  • Bank of America made up 0.2% of Lindbrook Capital's portfolio in Q1 2025, its #70 holding.
  • Lindbrook Capital first reported a position in Bank of America in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Bank of America position peaked at $5.42M in Q2 2023.
  • 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.