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Lokken Investment Group’s Bank of America BAC Stock Holding History

Lokken Investment 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
Q3 		$485K Sell
9,406
-39
-0.4% -$1.9K 0.17% 91
2025
Q2 		$447K Sell
9,445
-236
-2% -$9.93K 0.17% 88
2025
Q1 		$404K Sell
9,681
-84
-0.9% -$3.74K 0.17% 88
2024
Q4 		$429K Sell
9,765
-56
-0.6% -$2.46K 0.19% 87
2024
Q3 		$390K Buy
9,821
+70
+0.7% +$2.81K 0.16% 100
2024
Q2 		$388K Hold
9,751
– – 0.18% 93
2024
Q1 		$370K Hold
9,751
– – 0.18% 97
2023
Q4 		$328K Hold
9,751
– – 0.19% 97
2023
Q3 		$267K Hold
9,751
– – 0.18% 106
2023
Q2 		$280K Buy
9,751
+295
+3% +$8.42K 0.18% 107
2023
Q1 		$270K Hold
9,456
– – 0.21% 102
2022
Q4 		$313K Hold
9,456
– – 0.25% 89
2022
Q3 		$286K Sell
9,456
-503
-5% -$16.8K 0.25% 90
2022
Q2 		$310K Buy
9,959
+503
+5% +$18.1K 0.25% 88
2022
Q1 		$337K Hold
9,456
– – 0.27% 90
2021
Q4 		$421K Sell
9,456
-400
-4% -$18.2K 0.3% 70
2021
Q3 		$418K Hold
9,856
– – 0.33% 67
2021
Q2 		$406K Buy
9,856
+1,544
+19% +$63.3K 0.33% 70
2021
Q1 		$322K Buy
+8,312
New +$287K 0.28% 81

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

Lokken Investment Group's BAC Position: Q3 2025 in Review

Lokken Investment Group reduced its Bank of America (BAC) stake by 0.41% in Q3 2025, selling an estimated $1.9K and leaving 9,406 shares worth $485K. The position accounts for 0.17% of the portfolio, ranked #91.

Lokken Investment Group first reported a position in BAC in Q1 2021 and has held it in 19 quarters since. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Lokken Investment Group held 9,406 shares of Bank of America worth $485K as of Q3 2025.
  • Lokken Investment Group sold 39 Bank of America shares in Q3 2025, an estimated $1.9K.
  • Bank of America made up 0.17% of Lokken Investment Group's portfolio in Q3 2025, its #91 holding.
  • Lokken Investment Group first reported a position in Bank of America in Q1 2021 and has held it in 19 quarters since.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.