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Redwood Investment Management’s Bank of America BAC Stock Holding History

Redwood Investment 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
-4,342
Closed -$224K – 299
2025
Q3 		$224K Sell
4,342
-1,576
-27% -$76.9K 0.02% 279
2025
Q2 		$280K Sell
5,918
-5,073
-46% -$213K 0.03% 269
2025
Q1 		$459K Buy
+10,991
New +$490K 0.05% 241
2024
Q1 		– Sell
-17,989
Closed -$606K – 321
2023
Q4 		$606K Buy
+17,989
New +$524K 0.06% 274
2022
Q4 		– Sell
-14,236
Closed -$430K – 254
2022
Q3 		$430K Buy
+14,236
New +$476K 0.09% 174
2022
Q2 		– Sell
-37,650
Closed -$1.55M – 243
2022
Q1 		$1.55M Sell
37,650
-6,701
-15% -$302K 0.23% 79
2021
Q4 		$1.97M Sell
44,351
-5,250
-11% -$239K 0.26% 87
2021
Q3 		$2.11M Buy
49,601
+29,882
+152% +$1.2M 0.3% 68
2021
Q2 		$813K Buy
19,719
+3,225
+20% +$132K 0.13% 203
2021
Q1 		$638K Buy
16,494
+9,211
+126% +$318K 0.12% 225
2020
Q4 		$221K Sell
7,283
-1,991
-21% -$53.4K 0.04% 240
2020
Q3 		$223K Sell
9,274
-19,207
-67% -$478K 0.06% 233
2020
Q2 		$676K Buy
28,481
+4,360
+18% +$103K 0.19% 140
2020
Q1 		$512K Sell
24,121
-7,341
-23% -$220K 0.32% 127
2019
Q4 		$1.11M Buy
31,462
+895
+3% +$28.9K 0.27% 100
2019
Q3 		$892K Buy
30,567
+8,246
+37% +$237K 0.24% 129
2019
Q2 		$648K Buy
+22,321
New +$644K 0.18% 156

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

Redwood Investment Management's BAC Position: Q4 2025 in Review

Redwood Investment Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 4,342 shares — an estimated $224K sold.

Redwood Investment Management first reported a position in BAC in Q2 2019 and held it in 17 quarters. The position peaked at $2.11M in Q3 2021. 3,599 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Redwood Investment Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Redwood Investment Management sold 4,342 Bank of America shares in Q4 2025, an estimated $224K.
  • Redwood Investment Management first reported a position in Bank of America in Q2 2019 and held it in 17 quarters.
  • Redwood Investment Management's Bank of America position peaked at $2.11M in Q3 2021.
  • 3,599 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Redwood Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.