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Strategic Financial Concepts’s Bank of America BAC Stock Holding History

Strategic Financial Concepts’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 		– Sell
-6,367
Closed -$301K – 275
2025
Q2 		$301K Buy
+6,367
New +$268K 0.04% 198
2024
Q3 		– Sell
-114,804
Closed -$10.8K – 281
2024
Q2 		$10.8K Buy
+114,804
New +$4.4M 0.01% 403

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

Strategic Financial Concepts's BAC Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Bank of America (BAC) in Q3 2025, closing a stake of 6,367 shares — an estimated $301K sold.

Strategic Financial Concepts first reported a position in BAC in Q2 2024 and held it in 2 quarters. The position peaked at $301K in Q2 2025. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Strategic Financial Concepts reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,367 Bank of America shares in Q3 2025, an estimated $301K.
  • Strategic Financial Concepts first reported a position in Bank of America in Q2 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Bank of America position peaked at $301K in Q2 2025.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.