OPPS
BAC icon

Obsidian Personal Planning Solutions’s Bank of America BAC Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$532K Buy
9,959
+866
+10% +$42.2K 0.18% 48
2025
Q2 		$430K Buy
9,093
+1
+0% +$42 0.17% 52
2025
Q1 		$363K Sell
9,092
-172
-2% -$7.66K 0.16% 54
2024
Q4 		$429K Sell
9,264
-8
-0.1% -$352 0.21% 50
2024
Q3 		$388K Buy
9,272
+85
+0.9% +$3.41K 0.2% 49
2024
Q2 		$365K Buy
9,187
+19
+0.2% +$728 0.22% 50
2024
Q1 		$339K Sell
9,168
-2,728
-23% -$93.6K 0.22% 53
2023
Q4 		$401K Sell
11,896
-2,614
-18% -$76.1K 0.3% 43
2023
Q3 		$397K Hold
14,510
– – 0.34% 40
2023
Q2 		$416K Buy
14,510
+5,869
+68% +$167K 0.51% 36
2023
Q1 		$247K Buy
+8,641
New +$285K 0.36% 42

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

Obsidian Personal Planning Solutions's BAC Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Bank of America (BAC) stake by 9.5% in Q3 2025, buying an estimated $42.2K and bringing the position to 9,959 shares worth $532K. The position accounts for 0.18% of the portfolio, ranked #48.

Obsidian Personal Planning Solutions first reported a position in BAC in Q1 2023 and has held it in 11 quarters since. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Obsidian Personal Planning Solutions held 9,959 shares of Bank of America worth $532K as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 866 Bank of America shares in Q3 2025, an estimated $42.2K.
  • Bank of America made up 0.18% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #48 holding.
  • Obsidian Personal Planning Solutions first reported a position in Bank of America in Q1 2023 and has held it in 11 quarters since.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.