Simplex Trading
BAC icon

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 		$113M Sell
2,310,300
-1,033,500
-31% -$53.3M 0.08% 101
2025
Q4 		$184M Sell
3,343,800
-799,000
-19% -$42.2M 0.1% 80
2025
Q3 		$188M Sell
4,142,800
-1,007,300
-20% -$49.1M 0.1% 92
2025
Q2 		$237M Buy
5,150,100
+2,059,000
+67% +$86.6M 0.14% 74
2025
Q1 		$129M Sell
3,091,100
-1,291,100
-29% -$57.5M 0.08% 112
2024
Q4 		$193M Buy
4,382,200
+392,600
+10% +$17.3M 0.11% 93
2024
Q3 		$129M Buy
3,989,600
+844,800
+27% +$33.9M 0.08% 125
2024
Q2 		$125M Sell
3,144,800
-3,629,500
-54% -$139M 0.08% 121
2024
Q1 		$257M Buy
6,774,300
+304,000
+5% +$10.4M 0.15% 66
2023
Q4 		$218M Sell
6,470,300
-963,600
-13% -$28.1M 0.14% 71
2023
Q3 		$204M Buy
7,433,900
+1,523,200
+26% +$45.1M 0.16% 51
2023
Q2 		$170M Sell
5,910,700
-397,400
-6% -$11.3M 0.14% 65
2023
Q1 		$180M Buy
6,308,100
+1,793,500
+40% +$59.2M 0.16% 67
2022
Q4 		$150M Sell
4,514,600
-549,400
-11% -$18.9M 0.16% 84
2022
Q3 		$153M Sell
5,064,000
-547,600
-10% -$18.3M 0.17% 59
2022
Q2 		$175M Buy
5,611,600
+1,279,000
+30% +$46M 0.19% 52
2022
Q1 		$179M Sell
4,332,600
-456,900
-10% -$20.6M 0.16% 73
2021
Q4 		$213M Buy
4,789,500
+962,600
+25% +$43.9M 0.22% 64
2021
Q3 		$159M Buy
3,826,900
+106,900
+3% +$4.31M 0.15% 85
2021
Q2 		$153M Buy
3,720,000
+3,698,423
+17,141% +$152M 0.15% 85
2021
Q1 		$83.5M Buy
21,577
+1,129
+6% +$39K 0.15% 87
2020
Q4 		$62M Sell
20,448
-10,312
-34% -$276K 0.08% 141
2020
Q3 		$74.1M Sell
30,760
-10,801
-26% -$269K 0.1% 116
2020
Q2 		$98.7M Buy
41,561
+16,545
+66% +$391K 0.16% 73
2020
Q1 		$53.1M Buy
25,016
+19,588
+361% +$587K 0.09% 105
2019
Q4 		$19.1M Sell
5,428
-103
-2% -$3.33K 0.04% 287
2019
Q3 		$16.1M Sell
5,531
-1,298
-19% -$37.3K 0.05% 278
2019
Q2 		$19.8M Sell
6,829
-3,240
-32% -$93.4K 0.05% 234
2019
Q1 		$27.8M Buy
+10,069
New +$285K 0.08% 159
2018
Q2 		– Sell
-10,758
Closed -$1.69M – 7347
2018
Q1 		$1.69M Buy
10,758
+4,903
+84% +$154K 0.07% 227
2017
Q4 		$331K Buy
5,855
+3,516
+150% +$96.9K 0.01% 937
2017
Q3 		$342K Sell
2,339
-5,869
-72% -$142K 0.01% 876
2017
Q2 		$844K Sell
8,208
-8,918
-52% -$208K 0.04% 428
2017
Q1 		$1.94M Buy
17,126
+4,660
+37% +$111K 0.08% 211
2016
Q4 		$1.28M Buy
12,466
+4,507
+57% +$86.8K 0.08% 226
2016
Q3 		$1.58M Sell
7,959
-1,270
-14% -$18.9K 0.11% 170
2016
Q2 		$3.01M Buy
9,229
+1,814
+24% +$25.5K 0.2% 77
2016
Q1 		$2.54M Buy
7,415
+5,177
+231% +$69.9K 0.2% 84
2015
Q4 		$1.01M Sell
2,238
-1,462
-40% -$24.7K 0.08% 209
2015
Q3 		$1.99M Buy
3,700
+396
+12% +$6.66K 0.15% 128
2015
Q2 		$1.06M Buy
3,304
+1,433
+77% +$23.6K 0.09% 203
2015
Q1 		$1.18M Buy
+1,871
New +$30K 0.14% 143

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.