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Smith Anglin Financial’s Bank of America BAC Stock Holding History

Smith Anglin Financial’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 		$633K Buy
13,371
+461
+4% +$19.4K 0.06% 107
2025
Q1 		$539K Sell
12,910
-283
-2% -$12.6K 0.06% 116
2024
Q4 		$580K Buy
13,193
+186
+1% +$8.18K 0.05% 107
2024
Q3 		$516K Buy
13,007
+1,561
+14% +$62.6K 0.05% 116
2024
Q2 		$455K Sell
11,446
-206
-2% -$7.89K 0.05% 112
2024
Q1 		$442K Sell
11,652
-169
-1% -$5.8K 0.05% 116
2023
Q4 		$398K Buy
11,821
+2,451
+26% +$71.4K 0.05% 117
2023
Q3 		$257K Sell
9,370
-922
-9% -$27.3K 0.03% 145
2023
Q2 		$295K Buy
10,292
+563
+6% +$16.1K 0.04% 133
2023
Q1 		$278K Buy
9,729
+1,309
+16% +$43.2K 0.04% 128
2022
Q4 		$279K Sell
8,420
-449
-5% -$15.5K 0.05% 110
2022
Q3 		$268K Buy
8,869
+632
+8% +$21.1K 0.06% 111
2022
Q2 		$256K Sell
8,237
-306
-4% -$11K 0.07% 99
2022
Q1 		$352K Buy
8,543
+70
+0.8% +$3.16K 0.08% 88
2021
Q4 		$377K Buy
8,473
+163
+2% +$7.43K 0.06% 105
2021
Q3 		$353K Sell
8,310
-5,477
-40% -$221K 0.07% 100
2021
Q2 		$568K Buy
13,787
+787
+6% +$32.3K 0.11% 81
2021
Q1 		$503K Buy
13,000
+233
+2% +$8.04K 0.11% 79
2020
Q4 		$387K Buy
+12,767
New +$342K 0.07% 84

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

Smith Anglin Financial's BAC Position: Q2 2025 in Review

Smith Anglin Financial increased its Bank of America (BAC) stake by 3.6% in Q2 2025, buying an estimated $19.4K and bringing the position to 13,371 shares worth $633K. The position accounts for 0.06% of the portfolio, ranked #107.

Smith Anglin Financial first reported a position in BAC in Q4 2020 and has held it in 19 quarters since. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Smith Anglin Financial held 13,371 shares of Bank of America worth $633K as of Q2 2025.
  • Smith Anglin Financial bought 461 Bank of America shares in Q2 2025, an estimated $19.4K.
  • Bank of America made up 0.06% of Smith Anglin Financial's portfolio in Q2 2025, its #107 holding.
  • Smith Anglin Financial first reported a position in Bank of America in Q4 2020 and has held it in 19 quarters since.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.