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Lockerman Financial Group’s Bank of America BAC Stock Holding History

Lockerman Financial Group’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
Q4 		– Sell
-7,220
Closed -$372K – 85
2025
Q3 		$372K Sell
7,220
-896
-11% -$43.7K 0.47% 62
2025
Q2 		$384K Buy
8,116
+42
+0.5% +$1.77K 0.52% 61
2025
Q1 		$337K Sell
8,074
-27
-0.3% -$1.2K 0.51% 65
2024
Q4 		$356K Buy
8,101
+511
+7% +$22.5K 0.61% 49
2024
Q3 		$301K Buy
+7,590
New +$304K 0.51% 67

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lockerman Financial Group's BAC Position: Q4 2025 in Review

Lockerman Financial Group sold out of Bank of America (BAC) in Q4 2025, closing a stake of 7,220 shares — an estimated $372K sold.

Lockerman Financial Group first reported a position in BAC in Q3 2024 and held it in 5 quarters. The position peaked at $384K in Q2 2025. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Lockerman Financial Group reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 7,220 Bank of America shares in Q4 2025, an estimated $372K.
  • Lockerman Financial Group first reported a position in Bank of America in Q3 2024 and held it in 5 quarters.
  • Lockerman Financial Group's Bank of America position peaked at $384K in Q2 2025.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.