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Lion Street Advisors’s Bank of America BAC Stock Holding History

Lion Street 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 		$674K Sell
14,096
-3,595
-20% -$175K 0.23% 89
2025
Q2 		$837K Buy
17,691
+343
+2% +$14.4K 0.25% 90
2025
Q1 		$724K Buy
17,348
+270
+2% +$12K 0.23% 97
2024
Q4 		$751K Buy
17,078
+1,012
+6% +$44.5K 0.24% 93
2024
Q3 		$637K Buy
16,066
+187
+1% +$7.49K 0.22% 103
2024
Q2 		$631K Buy
15,879
+95
+0.6% +$3.64K 0.23% 95
2024
Q1 		$531K Hold
15,784
– – 0.22% 103
2023
Q4 		$531K Sell
15,784
-9,863
-38% -$287K 0.22% 102
2023
Q3 		$702K Buy
25,647
+11,451
+81% +$339K 0.23% 86
2023
Q2 		$678K Sell
14,196
-8,125
-36% -$232K 0.23% 89
2023
Q1 		$638K Buy
22,321
+14,272
+177% +$471K 0.2% 94
2022
Q4 		$385K Buy
8,049
+308
+4% +$10.6K 0.2% 85
2022
Q3 		$233K Sell
7,741
-308
-4% -$10.3K 0.12% 114
2022
Q2 		$386K Buy
8,049
+100
+1% +$3.6K 0.2% 85
2022
Q1 		$327K Sell
7,949
-100
-1% -$4.51K 0.17% 97
2021
Q4 		$357K Hold
8,049
– – 0.17% 90
2021
Q3 		$341K Buy
+8,049
New +$324K 0.18% 93
2020
Q2 		– Sell
-1,043
Closed -$22K – 64
2020
Q1 		$22K Buy
+1,043
New +$31.3K 0.12% 90

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return