Scott Marsh Financial’s Bank of America BAC Stock Holding History

Scott Marsh Financial’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 Q2	$1.53M	Buy	+32,272	New	+$1.36M	0.57%	44

Other funds holding BAC

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scott Marsh Financial's BAC Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Bank of America (BAC) in Q2 2025: 32,272 shares worth $1.53M. The stake represents 0.57% of the portfolio and ranks #44 among its holdings.

3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Scott Marsh Financial held 32,272 shares of Bank of America worth $1.53M as of Q2 2025.
Bank of America was a new Scott Marsh Financial position in Q2 2025.
Bank of America made up 0.57% of Scott Marsh Financial's portfolio in Q2 2025, its #44 holding.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.