McClarren Financial Advisors’s Bank of America BAC Stock Holding History

McClarren Financial Advisors’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 Q2	–	Sell	-1,087	Closed	-$45K	–	103
2025 Q1	$45K	Buy	+1,087	New	+$48.4K	0.03%	145
2024 Q4	–	Sell	-1,045	Closed	-$41	–	212
2024 Q3	$41	Buy	1,045 +1,006	+2,579%	+$40.3K	0.01%	129
2024 Q2	$41K	Sell	39 -1,007	-96%	-$38.6K	0.03%	158
2024 Q1	$40K	Buy	+1,046	New	+$35.9K	0.03%	159
2023 Q2	–	Sell	-821	Closed	-$23K	–	340
2023 Q1	$23K	Buy	821 +6	+0.7%	+$198	0.02%	195
2022 Q4	$27K	Buy	815 +15	+2%	+$517	0.03%	188
2022 Q3	$24K	Buy	+800	New	+$26.7K	0.02%	181

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's BAC Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Bank of America (BAC) in Q2 2025, closing a stake of 1,087 shares — an estimated $45K sold.

McClarren Financial Advisors first reported a position in BAC in Q3 2022 and held it in 7 quarters. The position peaked at $45K in Q1 2025. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

McClarren Financial Advisors reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 1,087 Bank of America shares in Q2 2025, an estimated $45K.
McClarren Financial Advisors first reported a position in Bank of America in Q3 2022 and held it in 7 quarters.
McClarren Financial Advisors's Bank of America position peaked at $45K in Q1 2025.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.