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Nicolet Advisory Services’s Bank of America BAC Stock Holding History

Nicolet Advisory Services’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 		$1.9M Sell
34,401
-118
-0.3% -$6.24K 0.13% 87
2025
Q3 		$1.74M Sell
34,519
-49
-0.1% -$2.39K 0.14% 87
2025
Q2 		$1.58M Buy
34,568
+2,982
+9% +$125K 0.13% 86
2025
Q1 		$1.13M Sell
31,586
-398
-1% -$17.7K 0.11% 94
2024
Q4 		$1.44M Buy
31,984
+1,202
+4% +$52.9K 0.13% 81
2024
Q3 		$1.21M Buy
30,782
+1,359
+5% +$54.5K 0.11% 97
2024
Q2 		$1.23M Buy
29,423
+4,611
+19% +$177K 0.12% 87
2024
Q1 		$936K Buy
24,812
+4,990
+25% +$171K 0.1% 104
2023
Q4 		$682K Sell
19,822
-2,273
-10% -$66.2K 0.07% 131
2023
Q3 		$573K Sell
22,095
-14,286
-39% -$423K 0.06% 146
2023
Q2 		$1.03M Sell
36,381
-627
-2% -$17.9K 0.11% 94
2023
Q1 		$1.03M Buy
37,008
+8,726
+31% +$288K 0.12% 91
2022
Q4 		$972K Buy
28,282
+7,320
+35% +$252K 0.13% 78
2022
Q3 		$643K Buy
20,962
+154
+0.7% +$5.15K 0.1% 83
2022
Q2 		$663K Sell
20,808
-2,469
-11% -$88.9K 0.1% 84
2022
Q1 		$923K Buy
23,277
+135
+0.6% +$6.09K 0.12% 71
2021
Q4 		$1.03M Buy
23,142
+965
+4% +$44K 0.13% 65
2021
Q3 		$941K Sell
22,177
-150
-0.7% -$6.04K 0.12% 70
2021
Q2 		$921K Sell
22,327
-500
-2% -$20.5K 0.12% 70
2021
Q1 		$883K Buy
22,827
+2,546
+13% +$87.9K 0.12% 67
2020
Q4 		$615K Buy
20,281
+386
+2% +$10.3K 0.09% 85
2020
Q3 		$479K Sell
19,895
-975
-5% -$24.3K 0.07% 96
2020
Q2 		$496K Sell
20,870
-760
-4% -$18K 0.08% 113
2020
Q1 		$459K Buy
21,630
+426
+2% +$12.8K 0.08% 115
2019
Q4 		$747K Buy
21,204
+65
+0.3% +$2.1K 0.12% 76
2019
Q3 		$617K Sell
21,139
-62
-0.3% -$1.78K 0.09% 81
2019
Q2 		$615K Sell
21,201
-133
-0.6% -$3.84K 0.09% 74
2019
Q1 		$589K Buy
+21,334
New +$603K 0.1% 74

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

Nicolet Advisory Services's BAC Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Bank of America (BAC) stake by 0.34% in Q4 2025, selling an estimated $6.24K and leaving 34,401 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #87.

Nicolet Advisory Services first reported a position in BAC in Q1 2019 and has held it in 28 quarters since. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Nicolet Advisory Services held 34,401 shares of Bank of America worth $1.9M as of Q4 2025.
  • Nicolet Advisory Services sold 118 Bank of America shares in Q4 2025, an estimated $6.24K.
  • Bank of America made up 0.13% of Nicolet Advisory Services's portfolio in Q4 2025, its #87 holding.
  • Nicolet Advisory Services first reported a position in Bank of America in Q1 2019 and has held it in 28 quarters since.
  • 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.