STAR Financial Bank’s Bank of America BAC Stock Holding History

STAR Financial Bank’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 Q1	–	Sell	-4,973	Closed	-$219K	–	107
2024 Q4	$219K	Sell	4,973 -3,516	-41%	-$155K	0.16%	102
2024 Q3	$337K	Sell	8,489 -2,208	-21%	-$88.5K	0.23%	87
2024 Q2	$425K	Buy	10,697 +164	+2%	+$6.29K	0.33%	74
2024 Q1	$399K	Sell	10,533 -510	-5%	-$17.5K	0.34%	71
2023 Q4	$372K	Hold	11,043	–	–	0.34%	72
2023 Q3	$302K	Sell	11,043 -1,000	-8%	-$29.6K	0.31%	74
2023 Q2	$346K	Buy	12,043 +190	+2%	+$5.42K	0.32%	72
2023 Q1	$339K	Buy	11,853 +483	+4%	+$15.9K	0.33%	69
2022 Q4	$377K	Buy	+11,370	New	+$392K	0.37%	64

Other funds holding BAC

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

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

STAR Financial Bank's BAC Position: Q1 2025 in Review

STAR Financial Bank sold out of Bank of America (BAC) in Q1 2025, closing a stake of 4,973 shares — an estimated $219K sold.

STAR Financial Bank first reported a position in BAC in Q4 2022 and held it in 9 quarters. The position peaked at $425K in Q2 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

STAR Financial Bank reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
STAR Financial Bank sold 4,973 Bank of America shares in Q1 2025, an estimated $219K.
STAR Financial Bank first reported a position in Bank of America in Q4 2022 and held it in 9 quarters.
STAR Financial Bank's Bank of America position peaked at $425K in Q2 2024.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on STAR Financial Bank's 13F filing for Q1 2025, filed 5 May 2025.