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ORG Partners’s Bank of America BAC Stock Holding History

ORG Partners’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 		$809K Buy
14,710
+789
+6% +$41.7K 0.14% 140
2025
Q3 		$718K Buy
13,921
+738
+6% +$36K 0.13% 148
2025
Q2 		$635K Buy
13,183
+956
+8% +$40.2K 0.14% 140
2025
Q1 		$507K Sell
12,227
-242
-2% -$10.8K 0.12% 148
2024
Q4 		$548K Buy
12,469
+500
+4% +$22K 0.07% 174
2024
Q3 		$475K Sell
11,969
-2,471
-17% -$99K 0.08% 174
2024
Q2 		$578K Buy
14,440
+14,232
+6,842% +$545K 0.07% 226
2024
Q1 		$7.8K Sell
208
-3,301
-94% -$113K 0.01% 305
2023
Q4 		$118K Sell
3,509
-7,754
-69% -$226K 0.02% 381
2023
Q3 		$308K Buy
11,263
+464
+4% +$13.7K 0.09% 221
2023
Q2 		$311K Sell
10,799
-370
-3% -$10.6K 0.05% 297
2023
Q1 		$319K Buy
+11,169
New +$369K 0.08% 123

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ORG Partners's BAC Position: Q4 2025 in Review

ORG Partners increased its Bank of America (BAC) stake by 5.7% in Q4 2025, buying an estimated $41.7K and bringing the position to 14,710 shares worth $809K. The position accounts for 0.14% of the portfolio, ranked #140.

ORG Partners 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.

  • ORG Partners held 14,710 shares of Bank of America worth $809K as of Q4 2025.
  • ORG Partners bought 789 Bank of America shares in Q4 2025, an estimated $41.7K.
  • Bank of America made up 0.14% of ORG Partners's portfolio in Q4 2025, its #140 holding.
  • ORG Partners 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 ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.