Sharper & Granite’s Bank of America BAC Stock Holding History

Sharper & Granite’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 Q3	–	Sell	-7,320	Closed	-$357K	–	104
2025 Q2	$357K	Hold	7,320	–	–	0.14%	89
2025 Q1	$305K	Hold	7,320	–	–	0.13%	92
2024 Q4	$322K	Hold	7,320	–	–	0.14%	88
2024 Q3	$290K	Hold	7,320	–	–	0.13%	93
2024 Q2	$291K	Sell	7,320 -10	-0.1%	-$383	0.14%	90
2024 Q1	$272K	Hold	7,330	–	–	0.13%	91
2023 Q4	$247K	Hold	7,330	–	–	0.13%	92
2023 Q3	$201K	Hold	7,330	–	–	0.12%	95
2023 Q2	$210K	Hold	7,330	–	–	0.12%	97
2023 Q1	$210K	Sell	7,330 -86	-1%	-$2.84K	0.13%	97
2022 Q4	$246K	Buy	+7,416	New	+$255K	0.16%	90

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sharper & Granite's BAC Position: Q3 2025 in Review

Sharper & Granite sold out of Bank of America (BAC) in Q3 2025, closing a stake of 7,320 shares — an estimated $357K sold.

Sharper & Granite first reported a position in BAC in Q4 2022 and held it in 11 quarters. The position peaked at $357K in Q2 2025. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Sharper & Granite reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Sharper & Granite sold 7,320 Bank of America shares in Q3 2025, an estimated $357K.
Sharper & Granite first reported a position in Bank of America in Q4 2022 and held it in 11 quarters.
Sharper & Granite's Bank of America position peaked at $357K in Q2 2025.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Sharper & Granite's 13F filing for Q3 2025, filed 16 Oct 2025.