SPX Gestao de Recursos’s Bank of America BAC Stock Holding History

SPX Gestao de Recursos’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 Q4	–	Sell	-15,000	Closed	-$774K	–	77
2025 Q3	$774K	Sell	15,000 -60,000	-80%	-$2.93M	0.06%	112
2025 Q2	$3.55M	Buy	+75,000	New	+$3.16M	0.33%	55
2024 Q2	–	Sell	-87,300	Closed	-$3.31M	–	76
2024 Q1	$3.31M	Buy	+87,300	New	+$3M	0.29%	49
2019 Q1	–	Sell	-82,751	Closed	-$2.04M	–	38
2018 Q4	$2.04M	Sell	82,751 -1,404,495	-94%	-$38.1M	0.57%	32
2018 Q3	$4.88B	Sell	1,487,246 -830,242	-36%	-$25.3M	1.88%	17
2018 Q2	$32.7B	Buy	+2,317,488	New	+$69.1M	22.28%	1
2017 Q4	–	Sell	-1,282,172	Closed	-$32.5M	–	35
2017 Q3	$32.5M	Buy	+1,282,172	New	+$31.1M	8.29%	5
2015 Q3	–	Sell	-630,000	Closed	-$10.7M	–	21
2015 Q2	$10.7M	Sell	630,000 -175,000	-22%	-$2.88M	3.15%	7
2015 Q1	$12.4M	Buy	805,000 +358,000	+80%	+$5.75M	6.63%	4
2014 Q4	$8M	Buy	447,000 +323,500	+262%	+$5.54M	2.74%	11
2014 Q3	$2.11M	Sell	123,500 -230,500	-65%	-$3.67M	1.17%	22
2014 Q2	$5.44M	Buy	354,000 +183,000	+107%	+$2.84M	1.85%	15
2014 Q1	$2.94M	Buy	171,000 +61,000	+55%	+$1.03M	0.97%	27
2013 Q4	$1.71M	Sell	110,000 -162,500	-60%	-$2.41M	0.74%	28
2013 Q3	$3.76M	Buy	272,500 +45,000	+20%	+$642K	1.18%	15
2013 Q2	$2.93M	Buy	+227,500	New	+$2.9M	1.34%	18

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

SPX Gestao de Recursos's BAC Position: Q4 2025 in Review

SPX Gestao de Recursos sold out of Bank of America (BAC) in Q4 2025, closing a stake of 15,000 shares — an estimated $774K sold.

SPX Gestao de Recursos first reported a position in BAC in Q2 2013 and held it in 16 quarters. The position peaked at $32.7B in Q2 2018. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

SPX Gestao de Recursos reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
SPX Gestao de Recursos sold 15,000 Bank of America shares in Q4 2025, an estimated $774K.
SPX Gestao de Recursos first reported a position in Bank of America in Q2 2013 and held it in 16 quarters.
SPX Gestao de Recursos's Bank of America position peaked at $32.7B in Q2 2018.
3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on SPX Gestao de Recursos's 13F filing for Q4 2025, filed 13 Feb 2026.