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Proficio Capital Partners’s Bank of America BAC Stock Holding History

Proficio Capital 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
Q3 		– Sell
-22,643
Closed -$1.07M – 243
2025
Q2 		$1.07M Buy
22,643
+1,178
+5% +$49.6K 0.07% 155
2025
Q1 		$896K Buy
21,465
+1,213
+6% +$54.1K 0.07% 138
2024
Q4 		$890K Buy
20,252
+7,999
+65% +$352K 0.07% 119
2024
Q3 		$486K Sell
12,253
-4,572
-27% -$183K 0.05% 152
2024
Q2 		$669K Buy
16,825
+1,075
+7% +$41.2K 0.07% 140
2024
Q1 		$597K Buy
15,750
+1,533
+11% +$52.6K 0.07% 152
2023
Q4 		$479K Sell
14,217
-456
-3% -$13.3K 0.06% 153
2023
Q3 		$402K Sell
14,673
-18,837
-56% -$557K 0.05% 167
2023
Q2 		$961K Sell
33,510
-2,655
-7% -$75.8K 0.13% 92
2023
Q1 		$1.03M Sell
36,165
-9,383
-21% -$310K 0.16% 82
2022
Q4 		$1.52M Sell
45,548
-4,196
-8% -$145K 0.29% 55
2022
Q3 		$1.49M Buy
49,744
+18,443
+59% +$617K 0.27% 55
2022
Q2 		$974K Sell
31,301
-18,204
-37% -$655K 0.18% 78
2022
Q1 		$2.04M Buy
49,505
+12,336
+33% +$557K 0.3% 58
2021
Q4 		$1.65M Sell
37,169
-519
-1% -$23.6K 0.23% 73
2021
Q3 		$1.6M Buy
37,688
+2,426
+7% +$97.7K 0.21% 77
2021
Q2 		$1.45M Buy
35,262
+1,841
+6% +$75.5K 0.18% 77
2021
Q1 		$1.29M Buy
33,421
+16,218
+94% +$560K 0.17% 79
2020
Q4 		$521K Sell
17,203
-887
-5% -$23.8K 0.08% 93
2020
Q3 		$436K Sell
18,090
-26,926
-60% -$670K 0.08% 102
2020
Q2 		$1.07M Buy
45,016
+5,817
+15% +$137K 0.22% 55
2020
Q1 		$824K Buy
39,199
+21,666
+124% +$650K 0.21% 66
2019
Q4 		$618K Buy
17,533
+2,456
+16% +$79.4K 0.18% 70
2019
Q3 		$440K Sell
15,077
-4,022
-21% -$116K 0.16% 72
2019
Q2 		$554K Buy
19,099
+916
+5% +$26.4K 0.19% 75
2019
Q1 		$502K Buy
18,183
+1,435
+9% +$40.6K 0.18% 78
2018
Q4 		$413K Buy
16,748
+1,705
+11% +$46.3K 0.18% 75
2018
Q3 		$443K Buy
15,043
+1,312
+10% +$40K 0.15% 79
2018
Q2 		$387K Sell
13,731
-27
-0.2% -$806 0.16% 88
2018
Q1 		$413K Buy
13,758
+1,632
+13% +$51.3K 0.12% 89
2017
Q4 		$358K Buy
12,126
+1,667
+16% +$46K 0.12% 91
2017
Q3 		$265K Sell
10,459
-2,084
-17% -$50.6K 0.11% 118
2017
Q2 		$308K Sell
12,543
-1,924
-13% -$44.9K 0.13% 112
2017
Q1 		$338K Sell
14,467
-192,956
-93% -$4.58M 0.15% 105
2016
Q4 		$4.58M Buy
207,423
+200,966
+3,112% +$3.87M 1.94% 5
2016
Q3 		$101K Buy
6,457
+346
+6% +$5.15K 0.06% 181
2016
Q2 		$90K Buy
6,111
+992
+19% +$13.9K 0.06% 188
2016
Q1 		$69K Buy
5,119
+3,059
+148% +$41.3K 0.06% 166
2015
Q4 		$35K Buy
+2,060
New +$34.8K 0.03% 149

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

Proficio Capital Partners's BAC Position: Q3 2025 in Review

Proficio Capital Partners sold out of Bank of America (BAC) in Q3 2025, closing a stake of 22,643 shares — an estimated $1.07M sold.

Proficio Capital Partners first reported a position in BAC in Q4 2015 and held it in 39 quarters. The position peaked at $4.58M in Q4 2016. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Proficio Capital Partners reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 22,643 Bank of America shares in Q3 2025, an estimated $1.07M.
  • Proficio Capital Partners first reported a position in Bank of America in Q4 2015 and held it in 39 quarters.
  • Proficio Capital Partners's Bank of America position peaked at $4.58M in Q4 2016.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.