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Oak Hill Wealth Advisors’s Bank of America BAC Stock Holding History

Oak Hill Wealth 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
2024
Q4 		– Sell
-6,653
Closed -$264K – 149
2024
Q3 		$264K Buy
+6,653
New +$267K 0.07% 102
2024
Q2 		– Sell
-6,713
Closed -$255K – 130
2024
Q1 		$255K Buy
+6,713
New +$230K 0.08% 96

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Hill Wealth Advisors's BAC Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Bank of America (BAC) stake by 6.6% in Q3 2025, selling an estimated $21.5K and leaving 6,182 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #121.

Oak Hill Wealth Advisors first reported a position in BAC in Q4 2022 and has held it in 9 quarters since. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Oak Hill Wealth Advisors held 6,182 shares of Bank of America worth $319K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 440 Bank of America shares in Q3 2025, an estimated $21.5K.
  • Bank of America made up 0.06% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #121 holding.
  • Oak Hill Wealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 9 quarters since.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.