Reflection Asset Management’s Bank of America BAC Stock Holding History

Reflection Asset 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	$544K	Buy	+11,708	New	+$619K	0.39%	58

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Reflection Asset Management's BAC Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Bank of America (BAC) in Q4 2025: 11,708 shares worth $544K. The stake represents 0.39% of the portfolio and ranks #58 among its holdings.

3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Reflection Asset Management held 11,708 shares of Bank of America worth $544K as of Q4 2025.
Bank of America was a new Reflection Asset Management position in Q4 2025.
Bank of America made up 0.39% of Reflection Asset Management's portfolio in Q4 2025, its #58 holding.
3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.