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Principia Wealth Advisory’s Bank of America BAC Stock Holding History

Principia Wealth Advisory’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
Q4 		$18.8K Buy
342
+70
+26% +$3.7K 0.01% 158
2025
Q3 		$14K Buy
272
+30
+12% +$1.46K 0.01% 175
2025
Q2 		$11.5K Buy
242
+179
+284% +$7.53K 0.01% 159
2025
Q1 		$2.34K Sell
63
-110
-64% -$4.9K ﹤0.01% 268
2024
Q4 		$7.6K Buy
+173
New +$7.61K 0.01% 133

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principia Wealth Advisory's BAC Position: Q4 2025 in Review

Principia Wealth Advisory increased its Bank of America (BAC) stake by 26% in Q4 2025, buying an estimated $3.7K and bringing the position to 342 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #158.

Principia Wealth Advisory first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Principia Wealth Advisory held 342 shares of Bank of America worth $18.8K as of Q4 2025.
  • Principia Wealth Advisory bought 70 Bank of America shares in Q4 2025, an estimated $3.7K.
  • Bank of America made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #158 holding.
  • Principia Wealth Advisory first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.