Oak Family Advisors’s Bank of America BAC Stock Holding History

Oak Family 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 Q2	–	Sell	-58,006	Closed	-$2.42M	–	104
2025 Q1	$2.42M	Buy	58,006 +30,347	+110%	+$1.35M	0.82%	37
2024 Q4	$1.22M	Sell	27,659 -644	-2%	-$28.3K	0.44%	52
2024 Q3	$1.12M	Buy	28,303 +7,732	+38%	+$310K	0.35%	57
2024 Q2	$818K	Buy	+20,571	New	+$788K	0.28%	69

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

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

Norges Bank Oslo, Norway $935B AUM

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

Oak Family Advisors's BAC Position: Q2 2025 in Review

Oak Family Advisors sold out of Bank of America (BAC) in Q2 2025, closing a stake of 58,006 shares — an estimated $2.42M sold.

Oak Family Advisors first reported a position in BAC in Q2 2024 and held it in 4 quarters. The position peaked at $2.42M in Q1 2025. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Oak Family Advisors reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Oak Family Advisors sold 58,006 Bank of America shares in Q2 2025, an estimated $2.42M.
Oak Family Advisors first reported a position in Bank of America in Q2 2024 and held it in 4 quarters.
Oak Family Advisors's Bank of America position peaked at $2.42M in Q1 2025.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Oak Family Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.