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Semmax Financial Advisors’s Bank of America BAC Stock Holding History

Semmax 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
2025
Q2 		$830K Sell
18,049
-160
-0.9% -$6.73K 0.21% 103
2025
Q1 		$761K Buy
18,209
+131
+0.7% +$5.84K 0.21% 103
2024
Q4 		$838K Buy
18,078
+250
+1% +$11K 0.22% 104
2024
Q3 		$818K Sell
17,828
-93
-0.5% -$3.73K 0.22% 99
2024
Q2 		$689K Buy
17,921
+1,694
+10% +$64.9K 0.21% 101
2024
Q1 		$620K Buy
16,227
+1,031
+7% +$35.4K 0.2% 94
2023
Q4 		$498K Buy
15,196
+624
+4% +$18.2K 0.18% 92
2023
Q3 		$404K Buy
+14,572
New +$431K 0.16% 87
2022
Q4 		$85K Buy
2,455
+392
+19% +$13.5K 0.03% 101
2022
Q3 		$76K Buy
2,063
+12
+0.6% +$401 0.03% 102
2022
Q2 		$72K Buy
2,051
+11
+0.5% +$396 0.03% 105
2022
Q1 		$84K Buy
2,040
+8
+0.4% +$361 0.03% 116
2021
Q4 		$90K Buy
2,032
+8
+0.4% +$364 0.03% 114
2021
Q3 		$86K Buy
2,024
+9
+0.4% +$363 0.03% 111
2021
Q2 		$83K Buy
2,015
+8
+0.4% +$328 0.03% 113
2021
Q1 		$78K Buy
2,007
+8
+0.4% +$276 0.03% 113
2020
Q4 		$61K Buy
1,999
+10
+0.5% +$268 0.03% 118
2020
Q3 		$48K Buy
1,989
+12
+0.6% +$299 0.02% 114
2020
Q2 		$47K Buy
1,977
+12
+0.6% +$284 0.02% 112
2020
Q1 		$42K Buy
1,965
+1,632
+490% +$48.9K 0.03% 115
2019
Q4 		$12K Hold
333
– – 0.01% 156
2019
Q3 		$10K Sell
333
-86
-21% -$2.47K 0.01% 175
2019
Q2 		$12K Sell
419
-661
-61% -$19.1K 0.01% 167
2019
Q1 		$30K Sell
1,080
-289
-21% -$8.17K 0.02% 224
2018
Q4 		$34K Buy
+1,369
New +$37.1K 0.03% 220

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Semmax Financial Advisors's BAC Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Bank of America (BAC) stake by 0.88% in Q2 2025, selling an estimated $6.73K and leaving 18,049 shares worth $830K. The position accounts for 0.21% of the portfolio, ranked #103.

Semmax Financial Advisors first reported a position in BAC in Q4 2018 and has held it in 25 quarters since. The position peaked at $838K in Q4 2024. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Semmax Financial Advisors held 18,049 shares of Bank of America worth $830K as of Q2 2025.
  • Semmax Financial Advisors sold 160 Bank of America shares in Q2 2025, an estimated $6.73K.
  • Bank of America made up 0.21% of Semmax Financial Advisors's portfolio in Q2 2025, its #103 holding.
  • Semmax Financial Advisors first reported a position in Bank of America in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Bank of America position peaked at $838K in Q4 2024.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.