Roberts Capital Advisors’s Bank of America BAC Stock Holding History

Roberts Capital 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 Q4	–	Sell	-16,910	Closed	-$872K	–	12
2025 Q3	$872K	Buy	+16,910	New	+$825K	0.97%	31

Other funds holding BAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roberts Capital Advisors's BAC Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Bank of America (BAC) in Q4 2025, closing a stake of 16,910 shares — an estimated $872K sold.

Roberts Capital Advisors first reported a position in BAC in Q3 2025 and held it in 1 quarter. The position peaked at $872K in Q3 2025. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Roberts Capital Advisors reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 16,910 Bank of America shares in Q4 2025, an estimated $872K.
Roberts Capital Advisors first reported a position in Bank of America in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's Bank of America position peaked at $872K in Q3 2025.
3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.