Palo Alto Wealth Advisors’s Bank of America BAC Stock Holding History

Palo Alto 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 Q3	$244K	Buy	+4,553	New	+$222K	0.07%	58

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Palo Alto Wealth Advisors's BAC Position: Q3 2025 in Review

Palo Alto Wealth Advisors opened a new position in Bank of America (BAC) in Q3 2025: 4,553 shares worth $244K. The stake represents 0.07% of the portfolio and ranks #58 among its holdings.

3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Palo Alto Wealth Advisors held 4,553 shares of Bank of America worth $244K as of Q3 2025.
Bank of America was a new Palo Alto Wealth Advisors position in Q3 2025.
Bank of America made up 0.07% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #58 holding.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.