Rappaport Reiches Capital Management’s Bank of America BAC Stock Holding History

Rappaport Reiches Capital 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 Q1	$1.14M	Buy	27,355 +1,482	+6%	+$66K	0.29%	36
2024 Q4	$1.14M	Sell	25,873 -146	-0.6%	-$6.42K	0.29%	39
2024 Q3	$1.03M	Buy	26,019 +69	+0.3%	+$2.77K	0.27%	38
2024 Q2	$1.03M	Buy	25,950 +276	+1%	+$10.6K	0.3%	38
2024 Q1	$974K	Buy	25,674 +66	+0.3%	+$2.27K	0.3%	43
2023 Q4	$862K	Buy	25,608 +688	+3%	+$20K	0.32%	38
2023 Q3	$682K	Buy	24,920 +36	+0.1%	+$1.06K	0.29%	39
2023 Q2	$714K	Hold	24,884	–	–	0.3%	39
2023 Q1	$712K	Sell	24,884 -6	-0%	-$198	0.32%	37
2022 Q4	$824K	Sell	24,890 -11	-0%	-$379	0.41%	33
2022 Q3	$752K	Sell	24,901 -85	-0.3%	-$2.84K	0.38%	32
2022 Q2	$778K	Buy	24,986 +5,889	+31%	+$212K	0.39%	32
2022 Q1	$787K	Buy	19,097 +5,460	+40%	+$246K	0.42%	31
2021 Q4	$607K	Sell	13,637 -16	-0.1%	-$729	0.52%	28
2021 Q3	$580K	Sell	13,653 -2,812	-17%	-$113K	0.57%	26
2021 Q2	$679K	Buy	+16,465	New	+$675K	0.71%	23

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

Rappaport Reiches Capital Management's BAC Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Bank of America (BAC) stake by 5.7% in Q1 2025, buying an estimated $66K and bringing the position to 27,355 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #36.

Rappaport Reiches Capital Management first reported a position in BAC in Q2 2021 and has held it in 16 quarters since. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Rappaport Reiches Capital Management held 27,355 shares of Bank of America worth $1.14M as of Q1 2025.
Rappaport Reiches Capital Management bought 1,482 Bank of America shares in Q1 2025, an estimated $66K.
Bank of America made up 0.29% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #36 holding.
Rappaport Reiches Capital Management first reported a position in Bank of America in Q2 2021 and has held it in 16 quarters since.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.