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Sellwood Investment Partners’s Bank of America BAC Stock Holding History

Sellwood Investment Partners’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
-51
Closed -$2.63K – 66
2025
Q3 		$2.63K Buy
+51
New +$2.49K ﹤0.01% 84

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sellwood Investment Partners's BAC Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Bank of America (BAC) in Q4 2025, closing a stake of 51 shares — an estimated $2.63K sold.

Sellwood Investment Partners first reported a position in BAC in Q3 2025 and held it in 1 quarter. The position peaked at $2.63K in Q3 2025. 3,604 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Sellwood Investment Partners reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Sellwood Investment Partners sold 51 Bank of America shares in Q4 2025, an estimated $2.63K.
  • Sellwood Investment Partners first reported a position in Bank of America in Q3 2025 and held it in 1 quarter.
  • Sellwood Investment Partners's Bank of America position peaked at $2.63K in Q3 2025.
  • 3,604 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.