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Marshall Financial Group (Pennsylvania)’s Bank of America BAC Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$447K Buy
8,655
+44
+0.5% +$2.15K 0.12% 43
2025
Q2 		$407K Buy
8,611
+45
+0.5% +$1.89K 0.12% 44
2025
Q1 		$357K Buy
8,566
+51
+0.6% +$2.27K 0.11% 44
2024
Q4 		$374K Buy
8,515
+48
+0.6% +$2.11K 0.11% 45
2024
Q3 		$336K Buy
8,467
+53
+0.6% +$2.12K 0.1% 45
2024
Q2 		$335K Buy
8,414
+99
+1% +$3.79K 0.11% 47
2024
Q1 		$315K Buy
8,315
+56
+0.7% +$1.92K 0.1% 45
2023
Q4 		$278K Buy
8,259
+70
+0.9% +$2.04K 0.1% 46
2023
Q3 		$224K Buy
8,189
+59
+0.7% +$1.75K 0.09% 45
2023
Q2 		$233K Buy
8,130
+59
+0.7% +$1.68K 0.09% 45
2023
Q1 		$231K Buy
8,071
+50
+0.6% +$1.65K 0.09% 46
2022
Q4 		$266K Buy
8,021
+54
+0.7% +$1.86K 0.11% 45
2022
Q3 		$241K Hold
7,967
– – 0.11% 47
2022
Q2 		$248K Buy
7,967
+49
+0.6% +$1.76K 0.11% 48
2022
Q1 		$326K Buy
7,918
+71
+0.9% +$3.2K 0.13% 47
2021
Q4 		$349K Hold
7,847
– – 0.14% 46
2021
Q3 		$333K Buy
7,847
+36
+0.5% +$1.45K 0.14% 46
2021
Q2 		$322K Buy
7,811
+32
+0.4% +$1.31K 0.14% 46
2021
Q1 		$301K Buy
7,779
+35
+0.5% +$1.21K 0.14% 47
2020
Q4 		$235K Buy
+7,744
New +$208K 0.12% 51
2020
Q1 		– Sell
-7,744
Closed -$273K – 45
2019
Q4 		$273K Sell
7,744
-1
-0% -$32 0.18% 47
2019
Q3 		$226K Hold
7,745
– – 0.17% 46
2019
Q2 		$225K Hold
7,745
– – 0.17% 48
2019
Q1 		$214K Buy
+7,745
New +$219K 0.18% 47

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

Marshall Financial Group (Pennsylvania)'s BAC Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Bank of America (BAC) stake by 0.51% in Q3 2025, buying an estimated $2.15K and bringing the position to 8,655 shares worth $447K. The position accounts for 0.12% of the portfolio, ranked #43.

Marshall Financial Group (Pennsylvania) first reported a position in BAC in Q1 2019 and has held it in 24 quarters since. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 8,655 shares of Bank of America worth $447K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 44 Bank of America shares in Q3 2025, an estimated $2.15K.
  • Bank of America made up 0.12% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #43 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Bank of America in Q1 2019 and has held it in 24 quarters since.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.