Simplex Trading
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Simplex Trading’s Bank of America BAC Stock Holding History

Simplex Trading’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 		$137M Buy
2,802,000
+711,900
+34% +$36.7M 0.09% 85
2025
Q4 		$115M Sell
2,090,100
-1,514,800
-42% -$80.1M 0.06% 138
2025
Q3 		$186M Sell
3,604,900
-271,300
-7% -$13.2M 0.1% 95
2025
Q2 		$183M Buy
3,876,200
+1,210,900
+45% +$50.9M 0.11% 99
2025
Q1 		$111M Sell
2,665,300
-637,900
-19% -$28.4M 0.07% 131
2024
Q4 		$145M Sell
3,303,200
-436,200
-12% -$19.2M 0.08% 119
2024
Q3 		$148M Buy
3,739,400
+236,000
+7% +$9.46M 0.09% 111
2024
Q2 		$139M Sell
3,503,400
-904,200
-21% -$34.7M 0.09% 107
2024
Q1 		$167M Sell
4,407,600
-1,030,900
-19% -$35.4M 0.1% 97
2023
Q4 		$183M Buy
5,438,500
+719,500
+15% +$20.9M 0.12% 83
2023
Q3 		$129M Buy
4,719,000
+707,800
+18% +$20.9M 0.1% 98
2023
Q2 		$115M Sell
4,011,200
-2,412,700
-38% -$68.8M 0.09% 117
2023
Q1 		$184M Buy
6,423,900
+2,443,800
+61% +$80.7M 0.16% 62
2022
Q4 		$132M Buy
3,980,100
+139,200
+4% +$4.79M 0.14% 99
2022
Q3 		$116M Sell
3,840,900
-516,200
-12% -$17.3M 0.13% 87
2022
Q2 		$136M Sell
4,357,100
-351,000
-7% -$12.6M 0.14% 70
2022
Q1 		$194M Buy
4,708,100
+552,100
+13% +$24.9M 0.18% 64
2021
Q4 		$185M Buy
4,156,000
+1,362,100
+49% +$62.1M 0.19% 78
2021
Q3 		$116M Sell
2,793,900
-28,000
-1% -$1.13M 0.11% 121
2021
Q2 		$116M Buy
2,821,900
+2,804,025
+15,687% +$115M 0.11% 116
2021
Q1 		$69.2M Sell
17,875
-2,148
-11% -$74.1K 0.12% 107
2020
Q4 		$60.7M Sell
20,023
-9,419
-32% -$252K 0.08% 144
2020
Q3 		$70.9M Sell
29,442
-1,192
-4% -$29.7K 0.1% 119
2020
Q2 		$72.8M Buy
30,634
+3,193
+12% +$75.4K 0.12% 98
2020
Q1 		$58.3M Buy
27,441
+19,595
+250% +$587K 0.1% 92
2019
Q4 		$27.6M Sell
7,846
-2,519
-24% -$81.4K 0.06% 215
2019
Q3 		$30.2M Sell
10,365
-5,845
-36% -$168K 0.09% 161
2019
Q2 		$47M Sell
16,210
-1,589
-9% -$45.8K 0.13% 87
2019
Q1 		$49.1M Buy
+17,799
New +$503K 0.14% 94
2018
Q2 		– Sell
-10,991
Closed -$3.17M – 7345
2018
Q1 		$3.17M Buy
10,991
+444
+4% +$13.9K 0.14% 124
2017
Q4 		$4.03M Buy
10,547
+6,095
+137% +$168K 0.17% 103
2017
Q3 		$826K Sell
4,452
-6,120
-58% -$149K 0.03% 439
2017
Q2 		$1.88M Sell
10,572
-1,477
-12% -$34.4K 0.08% 191
2017
Q1 		$3.42M Sell
12,049
-12,042
-50% -$286K 0.15% 120
2016
Q4 		$5.78M Buy
24,091
+17,586
+270% +$339K 0.35% 42
2016
Q3 		$630K Sell
6,505
-7,235
-53% -$108K 0.04% 414
2016
Q2 		$586K Buy
13,740
+4,829
+54% +$67.8K 0.04% 463
2016
Q1 		$414K Buy
8,911
+5,088
+133% +$68.7K 0.03% 520
2015
Q4 		$437K Sell
3,823
-1,017
-21% -$17.2K 0.03% 484
2015
Q3 		$946K Buy
4,840
+2,832
+141% +$47.6K 0.07% 256
2015
Q2 		$473K Sell
2,008
-126
-6% -$2.08K 0.04% 408
2015
Q1 		$308K Buy
+2,134
New +$34.3K 0.04% 518

Other funds holding BAC

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplex Trading's BAC Position: Q3 2025 in Review

Simplex Trading sold out of Bank of America (BAC) in Q3 2025, closing a stake of 19,583 shares — an estimated $955K sold.

Simplex Trading first reported a position in BAC in Q4 2014 and held it in 31 quarters. The position peaked at $40.5M in Q3 2023. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Simplex Trading reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 19,583 Bank of America shares in Q3 2025, an estimated $955K.
  • Simplex Trading first reported a position in Bank of America in Q4 2014 and held it in 31 quarters.
  • Simplex Trading's Bank of America position peaked at $40.5M in Q3 2023.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.