SA
BAC icon

Sunesis Advisors’s Bank of America BAC Stock Holding History

Sunesis Advisors’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 		$1.88M Sell
45,041
-41
-0.1% -$1.83K 1.02% 16
2024
Q4 		$1.98M Buy
45,082
+1,394
+3% +$61.3K 1.2% 12
2024
Q3 		$1.73M Sell
43,688
-94
-0.2% -$3.77K 1.05% 16
2024
Q2 		$1.74M Sell
43,782
-29
-0.1% -$1.11K 1.03% 18
2024
Q1 		$1.66M Buy
43,811
+1,366
+3% +$46.9K 0.97% 18
2023
Q4 		$1.43M Sell
42,445
-246
-0.6% -$7.16K 0.87% 20
2023
Q3 		$1.17M Buy
+42,691
New +$1.26M 0.83% 21
2023
Q1 		$1.19M Sell
41,525
-840
-2% -$27.7K 0.85% 19
2022
Q4 		$1.4M Sell
42,365
-314
-0.7% -$10.8K 0.9% 23
2022
Q3 		$1.29M Sell
42,679
-299
-0.7% -$10K 0.89% 25
2022
Q2 		$1.34M Hold
42,978
– – 0.87% 26
2022
Q1 		$1.77M Buy
42,978
+750
+2% +$33.8K 1.03% 19
2021
Q4 		$1.88M Buy
42,228
+700
+2% +$31.9K 1.38% 16
2021
Q3 		$1.76M Buy
41,528
+250
+0.6% +$10.1K 1.36% 17
2021
Q2 		$1.7M Buy
41,278
+18,224
+79% +$747K 1.3% 17
2021
Q1 		$892K Buy
23,054
+1,500
+7% +$51.8K 0.71% 20
2020
Q4 		$653K Buy
21,554
+900
+4% +$24.1K 0.53% 24
2020
Q3 		$498K Buy
20,654
+650
+3% +$16.2K 0.44% 24
2020
Q2 		$475K Buy
20,004
+100
+0.5% +$2.36K 0.44% 24
2020
Q1 		$423K Buy
19,904
+500
+3% +$15K 0.43% 25
2019
Q4 		$683K Buy
19,404
+200
+1% +$6.46K 0.62% 23
2019
Q3 		$560K Buy
19,204
+4,743
+33% +$136K 0.58% 22
2019
Q2 		$419K Buy
14,461
+500
+4% +$14.4K 0.45% 24
2019
Q1 		$385K Buy
13,961
+3,088
+28% +$87.3K 0.39% 24
2018
Q4 		$268K Buy
+10,873
New +$295K 0.29% 26

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Sunesis Advisors's BAC Position: Q1 2025 in Review

Sunesis Advisors reduced its Bank of America (BAC) stake by 0.09% in Q1 2025, selling an estimated $1.83K and leaving 45,041 shares worth $1.88M. The position accounts for 1.02% of the portfolio, ranked #16.

Sunesis Advisors first reported a position in BAC in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.98M in Q4 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Sunesis Advisors held 45,041 shares of Bank of America worth $1.88M as of Q1 2025.
  • Sunesis Advisors sold 41 Bank of America shares in Q1 2025, an estimated $1.83K.
  • Bank of America made up 1.02% of Sunesis Advisors's portfolio in Q1 2025, its #16 holding.
  • Sunesis Advisors first reported a position in Bank of America in Q4 2018 and has held it in 25 quarters since.
  • Sunesis Advisors's Bank of America position peaked at $1.98M in Q4 2024.
  • 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Sunesis Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.