O'Dell Group’s Bank of America BAC Stock Holding History

O'Dell Group’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	$661K	Buy	+12,806	New	+$625K	0.14%	35
2024 Q1	–	Sell	-3,592	Closed	-$121K	–	126
2023 Q4	$121K	Buy	+3,592	New	+$105K	0.03%	123
2023 Q3	–	Sell	-3,557	Closed	-$102K	–	113
2023 Q2	$102K	Buy	+3,557	New	+$102K	0.03%	130
2022 Q4	–	Sell	-3,512	Closed	-$106K	–	105
2022 Q3	$106K	Sell	3,512 -106	-3%	-$3.54K	0.04%	91
2022 Q2	$113K	Sell	3,618 -136	-4%	-$4.9K	0.04%	90
2022 Q1	$155K	Buy	3,754 +20	+0.5%	+$902	0.05%	84
2021 Q4	$166K	Buy	3,734 +149	+4%	+$6.79K	0.05%	82
2021 Q3	$152K	Buy	+3,585	New	+$144K	0.05%	87
2018 Q2	–	Sell	-7,017	Closed	-$210K	–	42
2018 Q1	$210K	Buy	7,017 +128	+2%	+$4.02K	0.15%	36
2017 Q4	$203K	Buy	+6,889	New	+$190K	0.15%	40

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Dell Group's BAC Position: Q3 2025 in Review

O'Dell Group opened a new position in Bank of America (BAC) in Q3 2025: 12,806 shares worth $661K. The stake represents 0.14% of the portfolio and ranks #35 among its holdings. This is a return to the name: O'Dell Group previously reported a position in BAC as recently as Q4 2023.

O'Dell Group first reported a position in BAC in Q4 2017 and has held it in 10 quarters since. 3,366 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

O'Dell Group held 12,806 shares of Bank of America worth $661K as of Q3 2025.
Bank of America was a new O'Dell Group position in Q3 2025.
Bank of America made up 0.14% of O'Dell Group's portfolio in Q3 2025, its #35 holding.
O'Dell Group first reported a position in Bank of America in Q4 2017 and has held it in 10 quarters since.
3,366 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on O'Dell Group's 13F filing for Q3 2025, filed 27 Oct 2025.