PrairieView Partners’s Bank of America BAC Stock Holding History

PrairieView 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 Q2	$23K	Hold	502	–	–	﹤0.01%	230
2025 Q1	$20K	Hold	502	–	–	﹤0.01%	236
2024 Q4	$22K	Buy	502 +1	+0.2%	+$44	﹤0.01%	238
2024 Q3	$19K	Hold	501	–	–	﹤0.01%	250
2024 Q2	$19K	Hold	501	–	–	﹤0.01%	255
2024 Q1	$19K	Buy	501 +1	+0.2%	+$34	﹤0.01%	245
2023 Q4	$17K	Hold	500	–	–	﹤0.01%	247
2023 Q3	$13K	Sell	500 -227	-31%	-$6.72K	﹤0.01%	265
2023 Q2	$20K	Hold	727	–	–	﹤0.01%	267
2023 Q1	$20K	Hold	727	–	–	﹤0.01%	256
2022 Q4	$24K	Hold	727	–	–	﹤0.01%	242
2022 Q3	$22K	Sell	727 -500	-41%	-$16.7K	﹤0.01%	241
2022 Q2	$38K	Buy	1,227 +500	+69%	+$18K	0.01%	211
2022 Q1	$30K	Hold	727	–	–	﹤0.01%	245
2021 Q4	$32K	Hold	727	–	–	﹤0.01%	256
2021 Q3	$31K	Buy	727 +450	+162%	+$18.1K	﹤0.01%	205
2021 Q2	$11K	Hold	277	–	–	﹤0.01%	264
2021 Q1	$11K	Sell	277 -267	-49%	-$9.21K	﹤0.01%	263
2020 Q4	$16K	Sell	544 -148	-21%	-$3.97K	﹤0.01%	222
2020 Q3	$17K	Buy	692 +2	+0.3%	+$50	﹤0.01%	209
2020 Q2	$16K	Buy	690 +1	+0.1%	+$24	﹤0.01%	208
2020 Q1	$15K	Buy	+689	New	+$20.7K	﹤0.01%	197

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

Norges Bank Oslo, Norway $935B AUM

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

PrairieView Partners's BAC Position: Q2 2025 in Review

PrairieView Partners held its Bank of America (BAC) position steady in Q2 2025 at 502 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

PrairieView Partners first reported a position in BAC in Q1 2020 and has held it in 22 quarters since. The position peaked at $38K in Q2 2022. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

PrairieView Partners held 502 shares of Bank of America worth $23K as of Q2 2025.
PrairieView Partners left its Bank of America share count unchanged in Q2 2025.
Bank of America made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #230 holding.
PrairieView Partners first reported a position in Bank of America in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Bank of America position peaked at $38K in Q2 2022.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.