Pacific Capital Wealth Advisors’s Bank of America BAC Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-3,542	Closed	-$156K	–	115
2024 Q4	$156K	Sell	3,542 -443	-11%	-$19.5K	0.03%	95
2024 Q3	$158K	Sell	3,985 -53	-1%	-$2.12K	0.03%	89
2024 Q2	$161K	Buy	4,038 +880	+28%	+$33.7K	0.03%	86
2024 Q1	$120K	Sell	3,158 -1,696	-35%	-$58.2K	0.03%	90
2023 Q4	$163K	Buy	+4,854	New	+$141K	0.04%	70
2020 Q4	–	Sell	-3,595	Closed	-$87K	–	79
2020 Q3	$87K	Buy	+3,595	New	+$89.5K	0.05%	88

Other funds holding BAC

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

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

Pacific Capital Wealth Advisors's BAC Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 3,542 shares — an estimated $156K sold.

Pacific Capital Wealth Advisors first reported a position in BAC in Q3 2020 and held it in 6 quarters. The position peaked at $163K in Q4 2023. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 3,542 Bank of America shares in Q1 2025, an estimated $156K.
Pacific Capital Wealth Advisors first reported a position in Bank of America in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Bank of America position peaked at $163K in Q4 2023.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.