Oldfather Financial Services’s Bank of America BAC Stock Holding History

Oldfather Financial Services’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 Q4	$618K	Buy	11,231 +398	+4%	+$21K	0.18%	54
2025 Q3	$559K	Hold	10,833	–	–	0.17%	49
2025 Q2	$513K	Buy	10,833 +42	+0.4%	+$1.77K	0.18%	49
2025 Q1	$450K	Sell	10,791 -103	-0.9%	-$4.59K	0.17%	51
2024 Q4	$479K	Buy	10,894 +127	+1%	+$5.59K	0.18%	46
2024 Q3	$427K	Hold	10,767	–	–	0.16%	48
2024 Q2	$428K	Hold	10,767	–	–	0.18%	45
2024 Q1	$408K	Hold	10,767	–	–	0.17%	49
2023 Q4	$363K	Sell	10,767 -14	-0.1%	-$408	0.16%	48
2023 Q3	$295K	Hold	10,781	–	–	0.15%	50
2023 Q2	$309K	Hold	10,781	–	–	0.15%	50
2023 Q1	$308K	Buy	+10,781	New	+$356K	0.16%	49

Other funds holding BAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oldfather Financial Services's BAC Position: Q4 2025 in Review

Oldfather Financial Services increased its Bank of America (BAC) stake by 3.7% in Q4 2025, buying an estimated $21K and bringing the position to 11,231 shares worth $618K. The position accounts for 0.18% of the portfolio, ranked #54.

Oldfather Financial Services first reported a position in BAC in Q1 2023 and has held it in 12 quarters since. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Oldfather Financial Services held 11,231 shares of Bank of America worth $618K as of Q4 2025.
Oldfather Financial Services bought 398 Bank of America shares in Q4 2025, an estimated $21K.
Bank of America made up 0.18% of Oldfather Financial Services's portfolio in Q4 2025, its #54 holding.
Oldfather Financial Services first reported a position in Bank of America in Q1 2023 and has held it in 12 quarters since.
3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.