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Pineridge Advisors’s Bank of America BAC Stock Holding History

Pineridge 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 		$3.88K Sell
75
-225
-75% -$11K ﹤0.01% 301
2025
Q2 		$14.2K Hold
300
– – 0.01% 189
2025
Q1 		$12.5K Sell
300
-186
-38% -$8.29K ﹤0.01% 214
2024
Q4 		$21.3K Buy
486
+107
+28% +$4.71K 0.01% 211
2024
Q3 		$15.1K Buy
379
+79
+26% +$3.17K 0.01% 242
2024
Q2 		$11.9K Hold
300
– – ﹤0.01% 265
2024
Q1 		$11.4K Sell
300
-2,553
-89% -$87.6K ﹤0.01% 281
2023
Q4 		$96.1K Buy
+2,853
New +$83.1K 0.03% 114

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pineridge Advisors's BAC Position: Q3 2025 in Review

Pineridge Advisors reduced its Bank of America (BAC) stake by 75% in Q3 2025, selling an estimated $11K and leaving 75 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Pineridge Advisors first reported a position in BAC in Q4 2023 and has held it in 8 quarters since. The position peaked at $96.1K in Q4 2023. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Pineridge Advisors held 75 shares of Bank of America worth $3.88K as of Q3 2025.
  • Pineridge Advisors sold 225 Bank of America shares in Q3 2025, an estimated $11K.
  • Bank of America made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #301 holding.
  • Pineridge Advisors first reported a position in Bank of America in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Bank of America position peaked at $96.1K in Q4 2023.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.