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My Legacy Advisors’s Bank of America BAC Stock Holding History

My Legacy 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 		$619K Buy
13,186
+1,180
+10% +$49.6K 0.22% 126
2025
Q1 		$501K Buy
12,006
+891
+8% +$39.7K 0.19% 137
2024
Q4 		$523K Buy
11,115
+940
+9% +$41.4K 0.2% 131
2024
Q3 		$404K Buy
+10,175
New +$408K 0.16% 149
2023
Q2 		– Sell
-17,229
Closed -$481K – 212
2023
Q1 		$481K Buy
17,229
+382
+2% +$12.6K 0.21% 149
2022
Q4 		$614K Buy
16,847
+592
+4% +$20.4K 0.26% 140
2022
Q3 		$515K Buy
16,255
+1,933
+13% +$64.6K 0.26% 140
2022
Q2 		$451K Buy
14,322
+4,014
+39% +$145K 0.23% 149
2022
Q1 		$425K Buy
+10,308
New +$465K 0.2% 143

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

My Legacy Advisors's BAC Position: Q2 2025 in Review

My Legacy Advisors increased its Bank of America (BAC) stake by 9.8% in Q2 2025, buying an estimated $49.6K and bringing the position to 13,186 shares worth $619K. The position accounts for 0.22% of the portfolio, ranked #126.

My Legacy Advisors first reported a position in BAC in Q1 2022 and has held it in 9 quarters since. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • My Legacy Advisors held 13,186 shares of Bank of America worth $619K as of Q2 2025.
  • My Legacy Advisors bought 1,180 Bank of America shares in Q2 2025, an estimated $49.6K.
  • Bank of America made up 0.22% of My Legacy Advisors's portfolio in Q2 2025, its #126 holding.
  • My Legacy Advisors first reported a position in Bank of America in Q1 2022 and has held it in 9 quarters since.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.