MS
BAC icon

Marshall & Sullivan’s Bank of America BAC Stock Holding History

Marshall & Sullivan’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 		– Sell
-1,133
Closed -$53.6K – 49
2025
Q2 		$53.6K Buy
+1,133
New +$47.7K 0.03% 69
2023
Q1 		– Sell
-1,133
Closed -$37.5K – 41
2022
Q4 		$37.5K Buy
+1,133
New +$39K 0.02% 66
2022
Q3 		– Sell
-1,133
Closed -$35K – 40
2022
Q2 		$35K Buy
+1,133
New +$40.8K 0.02% 65
2021
Q1 		– Sell
-34
Closed -$1.13K – 40
2020
Q4 		$1.13K Sell
34
-1,099
-97% -$29.5K 0.11% 44
2020
Q3 		$27K Buy
+1,133
New +$28.2K 0.02% 58
2018
Q3 		– Sell
-1,274
Closed -$35.9K – 50
2018
Q2 		$35.9K Buy
+1,274
New +$38K 0.03% 65

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 & Sullivan's BAC Position: Q3 2025 in Review

Marshall & Sullivan sold out of Bank of America (BAC) in Q3 2025, closing a stake of 1,133 shares — an estimated $53.6K sold.

Marshall & Sullivan first reported a position in BAC in Q2 2018 and held it in 6 quarters. The position peaked at $53.6K in Q2 2025. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Marshall & Sullivan reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 1,133 Bank of America shares in Q3 2025, an estimated $53.6K.
  • Marshall & Sullivan first reported a position in Bank of America in Q2 2018 and held it in 6 quarters.
  • Marshall & Sullivan's Bank of America position peaked at $53.6K in Q2 2025.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.