PUREfi Wealth’s Bank of America BAC Stock Holding History

PUREfi Wealth’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 Q1	–	Sell	-8,923	Closed	-$392K	–	142
2024 Q4	$392K	Buy	+8,923	New	+$393K	0.38%	69

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

PUREfi Wealth's BAC Position: Q1 2025 in Review

PUREfi Wealth sold out of Bank of America (BAC) in Q1 2025, closing a stake of 8,923 shares — an estimated $392K sold.

PUREfi Wealth first reported a position in BAC in Q4 2024 and held it in 1 quarter. The position peaked at $392K in Q4 2024. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

PUREfi Wealth reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
PUREfi Wealth sold 8,923 Bank of America shares in Q1 2025, an estimated $392K.
PUREfi Wealth first reported a position in Bank of America in Q4 2024 and held it in 1 quarter.
PUREfi Wealth's Bank of America position peaked at $392K in Q4 2024.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.