Mitchell Sinkler & Starr’s Bank of America BAC Stock Holding History

Mitchell Sinkler & Starr’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	-40,933	Closed	-$1.71M	–	145
2025 Q1	$1.71M	Buy	40,933 +735	+2%	+$32.8K	0.48%	54
2024 Q4	$1.77M	Sell	40,198 -375	-0.9%	-$16.5K	0.47%	50
2024 Q3	$1.61M	Buy	40,573 +535	+1%	+$21.4K	0.4%	54
2024 Q2	$1.72M	Hold	40,038	–	–	0.44%	55
2024 Q1	$1.52M	Sell	40,038 -936	-2%	-$32.1K	0.38%	63
2023 Q4	$1.38M	Buy	40,974 +375	+0.9%	+$10.9K	0.25%	78
2023 Q3	$1.11M	Buy	40,599 +1,344	+3%	+$39.8K	0.34%	55
2023 Q2	$1.13M	Hold	39,255	–	–	0.32%	61
2023 Q1	$1.12M	Hold	39,255	–	–	0.33%	62
2022 Q4	$1.3M	Sell	39,255 -5,460	-12%	-$188K	0.42%	50
2022 Q3	$1.35M	Buy	44,715 +408	+0.9%	+$13.6K	0.52%	43
2022 Q2	$1.38M	Hold	44,307	–	–	0.51%	42
2022 Q1	$1.83M	Hold	44,307	–	–	0.57%	39
2021 Q4	$1.97M	Buy	+44,307	New	+$2.02M	0.59%	35

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

Mitchell Sinkler & Starr's BAC Position: Q2 2025 in Review

Mitchell Sinkler & Starr sold out of Bank of America (BAC) in Q2 2025, closing a stake of 40,933 shares — an estimated $1.71M sold.

Mitchell Sinkler & Starr first reported a position in BAC in Q4 2021 and held it in 14 quarters. The position peaked at $1.97M in Q4 2021. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Mitchell Sinkler & Starr reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Mitchell Sinkler & Starr sold 40,933 Bank of America shares in Q2 2025, an estimated $1.71M.
Mitchell Sinkler & Starr first reported a position in Bank of America in Q4 2021 and held it in 14 quarters.
Mitchell Sinkler & Starr's Bank of America position peaked at $1.97M in Q4 2021.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2025, filed 25 Jul 2025.