TFF
BAC icon

The Family Firm’s Bank of America BAC Stock Holding History

The Family Firm’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
Q2 		– Sell
-6,669
Closed -$278K – 99
2025
Q1 		$278K Sell
6,669
-214
-3% -$9.54K 0.06% 174
2024
Q4 		$303K Buy
6,883
+32
+0.5% +$1.41K 0.07% 166
2024
Q3 		$272K Buy
6,851
+285
+4% +$11.4K 0.06% 177
2024
Q2 		$261K Buy
6,566
+69
+1% +$2.64K 0.06% 170
2024
Q1 		$246K Buy
+6,497
New +$223K 0.06% 175
2022
Q2 		– Sell
-5,425
Closed -$224K – 178
2022
Q1 		$224K Buy
5,425
+41
+0.8% +$1.85K 0.06% 169
2021
Q4 		$240K Hold
5,384
– – 0.06% 168
2021
Q3 		$254K Sell
5,384
-7,421
-58% -$299K 0.07% 150
2021
Q2 		$528K Buy
12,805
+51
+0.4% +$2.09K 0.14% 98
2021
Q1 		$493K Buy
12,754
+54
+0.4% +$1.86K 0.14% 97
2020
Q4 		$419K Sell
12,700
-1,716
-12% -$46K 0.12% 103
2020
Q3 		$347K Buy
14,416
+1,856
+15% +$46.2K 0.12% 109
2020
Q2 		$298K Buy
12,560
+87
+0.7% +$2.06K 0.11% 113
2020
Q1 		$265K Sell
12,473
-782
-6% -$23.4K 0.11% 113
2019
Q4 		$467K Buy
13,255
+19
+0.1% +$614 0.16% 89
2019
Q3 		$386K Buy
13,236
+42
+0.3% +$1.21K 0.14% 93
2019
Q2 		$383K Buy
13,194
+19
+0.1% +$548 0.14% 95
2019
Q1 		$363K Hold
13,175
– – 0.13% 99
2018
Q4 		$325K Buy
13,175
+41
+0.3% +$1.11K 0.13% 96
2018
Q3 		$387K Sell
13,134
-16
-0.1% -$487 0.14% 91
2018
Q2 		$371K Buy
13,150
+14
+0.1% +$418 0.14% 90
2018
Q1 		$394K Sell
13,136
-3,185
-20% -$100K 0.15% 87
2017
Q4 		$482K Buy
16,321
+7,667
+89% +$211K 0.19% 71
2017
Q3 		$219K Buy
8,654
+9
+0.1% +$218 0.09% 115
2017
Q2 		$210K Buy
+8,645
New +$202K 0.09% 115

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

The Family Firm's BAC Position: Q2 2025 in Review

The Family Firm sold out of Bank of America (BAC) in Q2 2025, closing a stake of 6,669 shares — an estimated $278K sold.

The Family Firm first reported a position in BAC in Q2 2017 and held it in 25 quarters. The position peaked at $528K in Q2 2021. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • The Family Firm reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 6,669 Bank of America shares in Q2 2025, an estimated $278K.
  • The Family Firm first reported a position in Bank of America in Q2 2017 and held it in 25 quarters.
  • The Family Firm's Bank of America position peaked at $528K in Q2 2021.
  • 3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.