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SC&H Financial Advisors’s Bank of America BAC Stock Holding History

SC&H Financial 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
2026
Q1 		$336K Sell
6,895
-454
-6% -$23.4K 0.05% 114
2025
Q4 		$404K Buy
7,349
+208
+3% +$11K 0.06% 100
2025
Q3 		$368K Sell
7,141
-936
-12% -$45.7K 0.06% 102
2025
Q2 		$382K Hold
8,077
– – 0.07% 100
2025
Q1 		$337K Hold
8,077
– – 0.07% 110
2024
Q4 		$355K Sell
8,077
-200
-2% -$8.8K 0.07% 106
2024
Q3 		$328K Sell
8,277
-2,207
-21% -$88.5K 0.07% 115
2024
Q2 		$417K Buy
10,484
+4,346
+71% +$167K 0.1% 96
2024
Q1 		$233K Sell
6,138
-1,440
-19% -$49.4K 0.06% 130
2023
Q4 		$255K Buy
+7,578
New +$221K 0.07% 121

Other funds holding BAC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return