Nottingham Advisors’s Bank of America BAC Stock Holding History

Nottingham 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 Q1	–	Sell	-23,760	Closed	-$1.04M	–	120
2024 Q4	$1.04M	Sell	23,760 -1,506	-6%	-$66.3K	0.13%	62
2024 Q3	$1M	Buy	+25,266	New	+$1.01M	0.11%	72
2023 Q1	–	Sell	-6,180	Closed	-$205K	–	141
2022 Q4	$205K	Buy	+6,180	New	+$213K	0.03%	141
2021 Q3	–	Sell	-6,891	Closed	-$284K	–	142
2021 Q2	$284K	Buy	+6,891	New	+$282K	0.03%	122
2018 Q3	–	Sell	-8,109	Closed	-$243K	–	101
2018 Q2	$243K	Hold	8,109	–	–	0.04%	87
2018 Q1	$243K	Buy	8,109 +20	+0.2%	+$628	0.04%	79
2017 Q4	$239K	Buy	+8,089	New	+$223K	0.03%	100
2016 Q2	–	Sell	-12,128	Closed	-$204K	–	86
2016 Q1	$204K	Hold	12,128	–	–	0.04%	89
2015 Q4	$204K	Buy	12,128 +493	+4%	+$8.34K	0.04%	89
2015 Q3	$181K	Sell	11,635 -3,862	-25%	-$65K	0.03%	87
2015 Q2	$264K	Buy	15,497 +630	+4%	+$10.4K	0.04%	85
2015 Q1	$229K	Sell	14,867 -5,051	-25%	-$81.1K	0.04%	89
2014 Q4	$358K	Buy	19,918 +7,545	+61%	+$129K	0.09%	66
2014 Q3	$210K	Hold	12,373	–	–	0.07%	53
2014 Q2	$190K	Hold	12,373	–	–	0.07%	51
2014 Q1	$212K	Hold	12,373	–	–	0.08%	49
2013 Q4	$192K	Hold	12,373	–	–	0.06%	51
2013 Q3	$170K	Buy	+12,373	New	+$177K	0.06%	56

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

Nottingham Advisors's BAC Position: Q1 2025 in Review

Nottingham Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 23,760 shares — an estimated $1.04M sold.

Nottingham Advisors first reported a position in BAC in Q3 2013 and held it in 18 quarters. The position peaked at $1.04M in Q4 2024. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Nottingham Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Nottingham Advisors sold 23,760 Bank of America shares in Q1 2025, an estimated $1.04M.
Nottingham Advisors first reported a position in Bank of America in Q3 2013 and held it in 18 quarters.
Nottingham Advisors's Bank of America position peaked at $1.04M in Q4 2024.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Nottingham Advisors's 13F filing for Q1 2025, filed 7 May 2025.