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May Barnhard Investments’s Bank of America BAC Stock Holding History

May Barnhard Investments’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
-35,168
Closed -$1.66M – 85
2025
Q2 		$1.66M Sell
35,168
-4,015
-10% -$169K 0.78% 35
2025
Q1 		$1.64M Sell
39,183
-6
-0% -$267 0.82% 32
2024
Q4 		$1.72M Buy
39,189
+17
+0% +$748 0.82% 33
2024
Q3 		$1.55M Sell
39,172
-1,280
-3% -$51.3K 0.76% 34
2024
Q2 		$1.61M Buy
40,452
+40
+0.1% +$1.53K 0.83% 34
2024
Q1 		$1.53M Sell
40,412
-2,084
-5% -$71.5K 0.77% 33
2023
Q4 		$1.43M Buy
+42,496
New +$1.24M 0.74% 34

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

May Barnhard Investments's BAC Position: Q3 2025 in Review

May Barnhard Investments sold out of Bank of America (BAC) in Q3 2025, closing a stake of 35,168 shares — an estimated $1.66M sold.

May Barnhard Investments first reported a position in BAC in Q4 2023 and held it in 7 quarters. The position peaked at $1.72M in Q4 2024. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • May Barnhard Investments reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • May Barnhard Investments sold 35,168 Bank of America shares in Q3 2025, an estimated $1.66M.
  • May Barnhard Investments first reported a position in Bank of America in Q4 2023 and held it in 7 quarters.
  • May Barnhard Investments's Bank of America position peaked at $1.72M in Q4 2024.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on May Barnhard Investments's 13F filing for Q3 2025, filed 6 Nov 2025.