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Masso Torrence Wealth Management’s Bank of America BAC Stock Holding History

Masso Torrence Wealth Management’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 		$333K Buy
6,451
+31
+0.5% +$1.51K 0.14% 81
2025
Q2 		$304K Hold
6,420
– – 0.14% 82
2025
Q1 		$268K Buy
6,420
+1
+0% +$45 0.14% 84
2024
Q4 		$282K Hold
6,419
– – 0.15% 74
2024
Q3 		$255K Sell
6,419
-3,249
-34% -$130K 0.14% 82
2024
Q2 		$384K Buy
9,668
+114
+1% +$4.37K 0.21% 66
2024
Q1 		$362K Sell
9,554
-51
-0.5% -$1.75K 0.21% 65
2023
Q4 		$323K Sell
9,605
-912
-9% -$26.6K 0.22% 64
2023
Q3 		$288K Sell
10,517
-172
-2% -$5.09K 0.22% 67
2023
Q2 		$307K Sell
10,689
-471
-4% -$13.4K 0.22% 68
2023
Q1 		$319K Sell
11,160
-435
-4% -$14.4K 0.25% 70
2022
Q4 		$384K Sell
11,595
-1,999
-15% -$68.9K 0.31% 63
2022
Q3 		$411K Buy
13,594
+2,060
+18% +$68.9K 0.36% 49
2022
Q2 		$359K Buy
11,534
+149
+1% +$5.37K 0.32% 57
2022
Q1 		$469K Buy
11,385
+35
+0.3% +$1.58K 0.38% 47
2021
Q4 		$505K Buy
+11,350
New +$517K 0.35% 52

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

Masso Torrence Wealth Management's BAC Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Bank of America (BAC) stake by 0.48% in Q3 2025, buying an estimated $1.51K and bringing the position to 6,451 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #81.

Masso Torrence Wealth Management first reported a position in BAC in Q4 2021 and has held it in 16 quarters since. The position peaked at $505K in Q4 2021. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Masso Torrence Wealth Management held 6,451 shares of Bank of America worth $333K as of Q3 2025.
  • Masso Torrence Wealth Management bought 31 Bank of America shares in Q3 2025, an estimated $1.51K.
  • Bank of America made up 0.14% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #81 holding.
  • Masso Torrence Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 16 quarters since.
  • Masso Torrence Wealth Management's Bank of America position peaked at $505K in Q4 2021.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.