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Pathway Financial Advisors’s Bank of America BAC Stock Holding History

Pathway Financial 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
Q2 		– Sell
-10,163
Closed -$424K – 139
2025
Q1 		$424K Hold
10,163
– – 0.08% 104
2024
Q4 		$447K Hold
10,163
– – 0.1% 101
2024
Q3 		$403K Sell
10,163
-55
-0.5% -$2.2K 0.1% 101
2024
Q2 		$406K Buy
10,218
+55
+0.5% +$2.11K 0.11% 98
2024
Q1 		$385K Sell
10,163
-600
-6% -$20.6K 0.1% 102
2023
Q4 		$362K Buy
10,763
+187
+2% +$5.45K 0.1% 102
2023
Q3 		$290K Hold
10,576
– – 0.1% 106
2023
Q2 		$303K Buy
10,576
+100
+1% +$2.85K 0.1% 98
2023
Q1 		$300K Buy
10,476
+82
+0.8% +$2.71K 0.1% 94
2022
Q4 		$344K Sell
10,394
-88
-0.8% -$3.03K 0.11% 82
2022
Q3 		$317K Hold
10,482
– – 0.11% 92
2022
Q2 		$326K Buy
10,482
+209
+2% +$7.53K 0.14% 87
2022
Q1 		$423K Sell
10,273
-2,000
-16% -$90.2K 0.16% 72
2021
Q4 		$566K Buy
+12,273
New +$559K 0.2% 55
2021
Q1 		$514K Hold
12,273
– – 0.2% 59
2020
Q4 		$426K Sell
12,273
-300
-2% -$8.04K 0.18% 62
2020
Q3 		$303K Buy
12,573
+300
+2% +$7.47K 0.12% 76
2020
Q2 		$291K Hold
12,273
– – 0.09% 70
2020
Q1 		$246K Hold
12,273
– – 0.08% 76
2019
Q4 		$420K Sell
12,273
-2,852
-19% -$92.2K 0.12% 67
2019
Q3 		$503K Hold
15,125
– – 0.14% 53
2019
Q2 		$439K Buy
15,125
+2,000
+15% +$57.7K 0.13% 60
2019
Q1 		$362K Hold
13,125
– – 0.11% 65
2018
Q4 		$323K Hold
13,125
– – 0.18% 66
2018
Q3 		$335K Sell
13,125
-175
-1% -$5.33K 0.19% 65
2018
Q2 		$375K Hold
13,300
– – 0.22% 53
2018
Q1 		$399K Hold
13,300
– – 0.23% 52
2017
Q4 		$393K Buy
+13,300
New +$367K 0.23% 54

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathway Financial Advisors's BAC Position: Q2 2025 in Review

Pathway Financial Advisors sold out of Bank of America (BAC) in Q2 2025, closing a stake of 10,163 shares — an estimated $424K sold.

Pathway Financial Advisors first reported a position in BAC in Q4 2017 and held it in 28 quarters. The position peaked at $566K in Q4 2021. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Pathway Financial Advisors reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
  • Pathway Financial Advisors sold 10,163 Bank of America shares in Q2 2025, an estimated $424K.
  • Pathway Financial Advisors first reported a position in Bank of America in Q4 2017 and held it in 28 quarters.
  • Pathway Financial Advisors's Bank of America position peaked at $566K in Q4 2021.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.