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Prosperity Wealth Management’s Bank of America BAC Stock Holding History

Prosperity Wealth Management’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 		– Sell
-18,358
Closed -$947K – 257
2025
Q3 		$947K Sell
18,358
-105
-0.6% -$5.12K 0.32% 68
2025
Q2 		$874K Sell
18,463
-5,460
-23% -$230K 0.32% 65
2025
Q1 		$998K Buy
+23,923
New +$1.07M 0.47% 42

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prosperity Wealth Management's BAC Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 18,358 shares — an estimated $947K sold.

Prosperity Wealth Management first reported a position in BAC in Q1 2025 and held it in 3 quarters. The position peaked at $998K in Q1 2025. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 18,358 Bank of America shares in Q4 2025, an estimated $947K.
  • Prosperity Wealth Management first reported a position in Bank of America in Q1 2025 and held it in 3 quarters.
  • Prosperity Wealth Management's Bank of America position peaked at $998K in Q1 2025.
  • 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.