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Strategic Wealth Investment Group’s Bank of America BAC Stock Holding History

Strategic Wealth Investment 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
Q4 		– Sell
-4,584
Closed -$237K – 99
2025
Q3 		$237K Buy
+4,584
New +$224K 0.02% 120
2024
Q3 		– Sell
-6,010
Closed -$240K – 130
2024
Q2 		$240K Buy
+6,010
New +$230K 0.03% 122

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Wealth Investment Group's BAC Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Bank of America (BAC) in Q4 2025, closing a stake of 4,584 shares — an estimated $237K sold.

Strategic Wealth Investment Group first reported a position in BAC in Q2 2024 and held it in 2 quarters. The position peaked at $240K in Q2 2024. 3,616 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 4,584 Bank of America shares in Q4 2025, an estimated $237K.
  • Strategic Wealth Investment Group first reported a position in Bank of America in Q2 2024 and held it in 2 quarters.
  • Strategic Wealth Investment Group's Bank of America position peaked at $240K in Q2 2024.
  • 3,616 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.