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MorganRosel Wealth Management’s Bank of America BAC Stock Holding History

MorganRosel 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 		– Sell
-1,208
Closed -$57.2K – 131
2025
Q2 		$57.2K Hold
1,208
– – 0.02% 176
2025
Q1 		$50.4K Buy
+1,208
New +$53.8K 0.02% 164
2019
Q1 		– Sell
-32,859
Closed -$810K – 69
2018
Q4 		$810K Buy
+32,859
New +$891K 0.84% 24

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

MorganRosel Wealth Management's BAC Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Bank of America (BAC) in Q3 2025, closing a stake of 1,208 shares — an estimated $57.2K sold.

MorganRosel Wealth Management first reported a position in BAC in Q4 2018 and held it in 3 quarters. The position peaked at $810K in Q4 2018. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,208 Bank of America shares in Q3 2025, an estimated $57.2K.
  • MorganRosel Wealth Management first reported a position in Bank of America in Q4 2018 and held it in 3 quarters.
  • MorganRosel Wealth Management's Bank of America position peaked at $810K in Q4 2018.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.