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PSI Advisors’s Bank of America BAC Stock Holding History

PSI 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
Q2 		– Sell
-3,940
Closed -$164K – 152
2025
Q1 		$164K Sell
3,940
-2,693
-41% -$120K 0.05% 128
2024
Q4 		$291K Sell
6,633
-85
-1% -$3.74K 0.09% 104
2024
Q3 		$267K Sell
6,718
-1,250
-16% -$50.1K 0.08% 118
2024
Q2 		$317K Sell
7,968
-1,061
-12% -$40.7K 0.1% 106
2024
Q1 		$342K Buy
9,029
+9
+0.1% +$309 0.12% 98
2023
Q4 		$304K Buy
9,020
+10
+0.1% +$291 0.11% 103
2023
Q3 		$247K Buy
9,010
+1,283
+17% +$38K 0.11% 109
2023
Q2 		$222K Buy
7,727
+1,301
+20% +$37.1K 0.1% 111
2023
Q1 		$184K Buy
6,426
+625
+11% +$20.6K 0.09% 122
2022
Q4 		$192K Buy
5,801
+105
+2% +$3.62K 0.1% 108
2022
Q3 		$172K Buy
5,696
+5
+0.1% +$167 0.09% 118
2022
Q2 		$177K Buy
5,691
+141
+3% +$5.08K 0.09% 128
2022
Q1 		$229K Buy
5,550
+4
+0.1% +$180 0.09% 130
2021
Q4 		$247K Buy
5,546
+4
+0.1% +$182 0.1% 135
2021
Q3 		$235K Buy
5,542
+5
+0.1% +$201 0.11% 133
2021
Q2 		$228K Buy
5,537
+4
+0.1% +$164 0.12% 124
2021
Q1 		$214K Buy
+5,533
New +$191K 0.13% 121
2020
Q1 		– Sell
-18,416
Closed -$648K – 150
2019
Q4 		$648K Buy
+18,416
New +$595K 0.42% 47

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSI Advisors's BAC Position: Q2 2025 in Review

PSI Advisors sold out of Bank of America (BAC) in Q2 2025, closing a stake of 3,940 shares — an estimated $164K sold.

PSI Advisors first reported a position in BAC in Q4 2019 and held it in 18 quarters. The position peaked at $648K in Q4 2019. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • PSI Advisors reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 3,940 Bank of America shares in Q2 2025, an estimated $164K.
  • PSI Advisors first reported a position in Bank of America in Q4 2019 and held it in 18 quarters.
  • PSI Advisors's Bank of America position peaked at $648K in Q4 2019.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.