Napatree Capital’s Bank of America BAC Stock Holding History

Napatree Capital’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 Q1	$267K	Buy	+6,405	New	+$285K	0.15%	164

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

Norges Bank Oslo, Norway $935B AUM

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

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

Napatree Capital's BAC Position: Q1 2025 in Review

Napatree Capital opened a new position in Bank of America (BAC) in Q1 2025: 6,405 shares worth $267K. The stake represents 0.15% of the portfolio and ranks #164 among its holdings.

3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Napatree Capital held 6,405 shares of Bank of America worth $267K as of Q1 2025.
Bank of America was a new Napatree Capital position in Q1 2025.
Bank of America made up 0.15% of Napatree Capital's portfolio in Q1 2025, its #164 holding.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.