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New Millennium Group’s Bank of America BAC Stock Holding History

New Millennium 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
Q4 		$426K Sell
7,753
-1,167
-13% -$61.7K 0.18% 44
2025
Q3 		$460K Sell
8,920
-2,711
-23% -$132K 0.21% 41
2025
Q2 		$550K Sell
11,631
-1,285
-10% -$54.1K 0.3% 40
2025
Q1 		$539K Sell
12,916
-659
-5% -$29.4K 0.35% 31
2024
Q4 		$597K Sell
13,575
-397
-3% -$17.5K 0.35% 39
2024
Q3 		$554K Sell
13,972
-2,875
-17% -$115K 0.36% 41
2024
Q2 		$670K Sell
16,847
-1,940
-10% -$74.3K 0.44% 41
2024
Q1 		$712K Sell
18,787
-1,951
-9% -$67K 0.54% 46
2023
Q4 		$698K Sell
20,738
-2,779
-12% -$80.9K 0.62% 41
2023
Q3 		$644K Sell
23,517
-1,178
-5% -$34.9K 0.59% 30
2023
Q2 		$708K Sell
24,695
-5,361
-18% -$153K 0.65% 29
2023
Q1 		$860K Sell
30,056
-22,722
-43% -$750K 0.86% 22
2022
Q4 		$1.75M Sell
52,778
-1,692
-3% -$58.3K 1.87% 16
2022
Q3 		$1.64M Buy
54,470
+1,016
+2% +$34K 1.81% 15
2022
Q2 		$1.66M Sell
53,454
-10,908
-17% -$393K 1.7% 15
2022
Q1 		$2.65M Buy
64,362
+24,001
+59% +$1.08M 1.91% 13
2021
Q4 		$1.8M Buy
+40,361
New +$1.84M 1.36% 15

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New Millennium Group's BAC Position: Q4 2025 in Review

New Millennium Group reduced its Bank of America (BAC) stake by 13% in Q4 2025, selling an estimated $61.7K and leaving 7,753 shares worth $426K. The position accounts for 0.18% of the portfolio, ranked #44.

New Millennium Group first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.65M in Q1 2022. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • New Millennium Group held 7,753 shares of Bank of America worth $426K as of Q4 2025.
  • New Millennium Group sold 1,167 Bank of America shares in Q4 2025, an estimated $61.7K.
  • Bank of America made up 0.18% of New Millennium Group's portfolio in Q4 2025, its #44 holding.
  • New Millennium Group first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • New Millennium Group's Bank of America position peaked at $2.65M in Q1 2022.
  • 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.