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Stephens Consulting’s Bank of America BAC Stock Holding History

Stephens Consulting’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 		$44K Buy
800
+215
+37% +$11.4K 0.01% 150
2025
Q3 		$30.2K Sell
585
-412
-41% -$20.1K 0.01% 168
2025
Q2 		$47.2K Sell
997
-1,069
-52% -$45K 0.01% 201
2025
Q1 		$86.2K Sell
2,066
-18
-0.9% -$802 0.02% 148
2024
Q4 		$91.6K Buy
2,084
+297
+17% +$13.1K 0.02% 149
2024
Q3 		$70.9K Hold
1,787
– – 0.02% 160
2024
Q2 		$71.1K Buy
1,787
+2
+0.1% +$77 0.02% 156
2024
Q1 		$67.7K Hold
1,785
– – 0.02% 152
2023
Q4 		$60.1K Sell
1,785
-102
-5% -$2.97K 0.02% 159
2023
Q3 		$51.7K Buy
1,887
+1
+0.1% +$30 0.02% 162
2023
Q2 		$54.1K Sell
1,886
-117
-6% -$3.34K 0.02% 156
2023
Q1 		$57.3K Buy
2,003
+100
+5% +$3.3K 0.03% 158
2022
Q4 		$63K Hold
1,903
– – 0.04% 149
2022
Q3 		$57.5K Hold
1,903
– – 0.05% 162
2022
Q2 		$59.2K Buy
1,903
+350
+23% +$12.6K 0.05% 158
2022
Q1 		$64K Sell
1,553
-144
-8% -$6.5K 0.05% 166
2021
Q4 		$75.5K Buy
+1,697
New +$77.3K 0.06% 168

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stephens Consulting's BAC Position: Q4 2025 in Review

Stephens Consulting increased its Bank of America (BAC) stake by 37% in Q4 2025, buying an estimated $11.4K and bringing the position to 800 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #150.

Stephens Consulting first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $91.6K in Q4 2024. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Stephens Consulting held 800 shares of Bank of America worth $44K as of Q4 2025.
  • Stephens Consulting bought 215 Bank of America shares in Q4 2025, an estimated $11.4K.
  • Bank of America made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #150 holding.
  • Stephens Consulting first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Bank of America position peaked at $91.6K in Q4 2024.
  • 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.