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Taurus Asset Management’s Bank of America BAC Stock Holding History

Taurus Asset Management’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 		$21.6M Sell
516,934
-2,400
-0.5% -$107K 2.19% 17
2024
Q4 		$22.8M Sell
519,334
-3,525
-0.7% -$155K 2.22% 18
2024
Q3 		$20.7M Sell
522,859
-25,000
-5% -$1M 2.02% 21
2024
Q2 		$21.8M Sell
547,859
-161,408
-23% -$6.19M 2.21% 18
2024
Q1 		$26.9M Sell
709,267
-24,475
-3% -$840K 2.72% 10
2023
Q4 		$24.7M Sell
733,742
-2,350
-0.3% -$68.4K 2.67% 11
2023
Q3 		$20.2M Sell
736,092
-1,025
-0.1% -$30.3K 2.45% 13
2023
Q2 		$21.1M Buy
737,117
+117
+0% +$3.34K 2.46% 14
2023
Q1 		$21.1M Sell
737,000
-10,534
-1% -$348K 2.58% 13
2022
Q4 		$24.8M Sell
747,534
-1,570
-0.2% -$54.1K 3.15% 9
2022
Q3 		$22.6M Sell
749,104
-34,775
-4% -$1.16M 3.03% 11
2022
Q2 		$24.4M Sell
783,879
-17,578
-2% -$633K 3.01% 11
2022
Q1 		$33M Sell
801,457
-16,214
-2% -$732K 3.33% 9
2021
Q4 		$36.4M Buy
817,671
+5,153
+0.6% +$235K 3.43% 10
2021
Q3 		$34.5M Buy
812,518
+14,256
+2% +$574K 3.59% 9
2021
Q2 		$32.9M Sell
798,262
-250
-0% -$10.2K 3.44% 10
2021
Q1 		$30.9M Sell
798,512
-4,700
-0.6% -$162K 3.57% 9
2020
Q4 		$24.3M Buy
803,212
+8,719
+1% +$234K 2.91% 10
2020
Q3 		$19.1M Buy
794,493
+263,825
+50% +$6.57M 2.37% 16
2020
Q2 		$12.6M Buy
+530,668
New +$12.5M 1.75% 24
2020
Q1 		– Sell
-238,313
Closed -$8.39M – 84
2019
Q4 		$8.39M Sell
238,313
-1,822
-0.8% -$58.9K 1.09% 37
2019
Q3 		$7M Buy
+240,135
New +$6.9M 1% 36

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

Taurus Asset Management's BAC Position: Q1 2025 in Review

Taurus Asset Management reduced its Bank of America (BAC) stake by 0.46% in Q1 2025, selling an estimated $107K and leaving 516,934 shares worth $21.6M. The position accounts for 2.19% of the portfolio, ranked #17.

Taurus Asset Management first reported a position in BAC in Q3 2019 and has held it in 22 quarters since. The position peaked at $36.4M in Q4 2021. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Taurus Asset Management held 516,934 shares of Bank of America worth $21.6M as of Q1 2025.
  • Taurus Asset Management sold 2,400 Bank of America shares in Q1 2025, an estimated $107K.
  • Bank of America made up 2.19% of Taurus Asset Management's portfolio in Q1 2025, its #17 holding.
  • Taurus Asset Management first reported a position in Bank of America in Q3 2019 and has held it in 22 quarters since.
  • Taurus Asset Management's Bank of America position peaked at $36.4M in Q4 2021.
  • 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.