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New Century Financial Group’s Bank of America BAC Stock Holding History

New Century Financial Group’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
-6,571
Closed -$274K – 113
2025
Q1 		$274K Sell
6,571
-4,639
-41% -$207K 0.32% 100
2024
Q4 		$502K Sell
11,210
-1,237
-10% -$54.4K 0.21% 131
2024
Q3 		$494K Sell
12,447
-1,470
-11% -$58.9K 0.18% 156
2024
Q2 		$553K Buy
+13,917
New +$533K 0.24% 125

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Century Financial Group's BAC Position: Q2 2025 in Review

New Century Financial Group sold out of Bank of America (BAC) in Q2 2025, closing a stake of 6,571 shares — an estimated $274K sold.

New Century Financial Group first reported a position in BAC in Q2 2024 and held it in 4 quarters. The position peaked at $553K in Q2 2024. 3,321 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • New Century Financial Group reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 6,571 Bank of America shares in Q2 2025, an estimated $274K.
  • New Century Financial Group first reported a position in Bank of America in Q2 2024 and held it in 4 quarters.
  • New Century Financial Group's Bank of America position peaked at $553K in Q2 2024.
  • 3,321 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.