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Sonora Investment Management Group’s Bank of America BAC Stock Holding History

Sonora Investment Management Group’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 		$681K Buy
13,200
+125
+1% +$6.1K 0.05% 146
2025
Q2 		$619K Buy
13,075
+5,021
+62% +$211K 0.05% 154
2025
Q1 		$336K Buy
8,054
+1,533
+24% +$68.3K 0.03% 207
2024
Q4 		$287K Sell
6,521
-492
-7% -$21.6K 0.02% 222
2024
Q3 		$278K Sell
7,013
-644
-8% -$25.8K 0.02% 229
2024
Q2 		$290K Hold
7,657
– – 0.02% 226
2024
Q1 		$290K Sell
7,657
-297
-4% -$10.2K 0.02% 227
2023
Q4 		$268K Sell
7,954
-527
-6% -$15.3K 0.02% 222
2023
Q3 		$232K Sell
8,481
-43
-0.5% -$1.27K 0.02% 223
2023
Q2 		$245K Buy
8,524
+50
+0.6% +$1.43K 0.02% 226
2023
Q1 		$242K Sell
8,474
-298
-3% -$9.84K 0.02% 231
2022
Q4 		$291K Sell
8,772
-3,136
-26% -$108K 0.03% 213
2022
Q3 		$371K Hold
11,908
– – 0.05% 138
2022
Q2 		$371K Buy
11,908
+300
+3% +$10.8K 0.04% 171
2022
Q1 		$478K Buy
11,608
+400
+4% +$18K 0.05% 135
2021
Q4 		$499K Buy
+11,208
New +$511K 0.06% 134

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sonora Investment Management Group's BAC Position: Q3 2025 in Review

Sonora Investment Management Group increased its Bank of America (BAC) stake by 0.96% in Q3 2025, buying an estimated $6.1K and bringing the position to 13,200 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #146.

Sonora Investment Management Group first reported a position in BAC in Q4 2021 and has held it in 16 quarters since. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Sonora Investment Management Group held 13,200 shares of Bank of America worth $681K as of Q3 2025.
  • Sonora Investment Management Group bought 125 Bank of America shares in Q3 2025, an estimated $6.1K.
  • Bank of America made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #146 holding.
  • Sonora Investment Management Group first reported a position in Bank of America in Q4 2021 and has held it in 16 quarters since.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.