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Safe Harbor Wealth Advisors’s Bank of America BAC Stock Holding History

Safe Harbor Wealth 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 		$277K Buy
+5,270
New +$279K 0.27% 79

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Safe Harbor Wealth Advisors's BAC Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Bank of America (BAC) in Q4 2025: 5,270 shares worth $277K. The stake represents 0.27% of the portfolio and ranks #79 among its holdings.

3,616 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Safe Harbor Wealth Advisors held 5,270 shares of Bank of America worth $277K as of Q4 2025.
  • Bank of America was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • Bank of America made up 0.27% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #79 holding.
  • 3,616 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.