Three Bridge Wealth Advisors’s Bank of America BAC Stock Holding History

Three Bridge Wealth 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 Q3	–	Sell	-5,121	Closed	-$242K	–	95
2025 Q2	$242K	Sell	5,121 -2,179	-30%	-$91.7K	0.06%	109
2025 Q1	$305K	Hold	7,300	–	–	0.11%	72
2024 Q4	$321K	Buy	7,300 +1,900	+35%	+$83.6K	0.11%	72
2024 Q3	$214K	Hold	5,400	–	–	0.08%	82
2024 Q2	$215K	Sell	5,400 -1,900	-26%	-$72.8K	0.09%	86
2024 Q1	$277K	Hold	7,300	–	–	0.11%	78
2023 Q4	$246K	Sell	7,300 -1,000	-12%	-$29.1K	0.09%	83
2023 Q3	$227K	Hold	8,300	–	–	0.09%	80
2023 Q2	$238K	Hold	8,300	–	–	0.1%	80
2023 Q1	$237K	Buy	+8,300	New	+$274K	0.11%	78

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Three Bridge Wealth Advisors's BAC Position: Q3 2025 in Review

Three Bridge Wealth Advisors sold out of Bank of America (BAC) in Q3 2025, closing a stake of 5,121 shares — an estimated $242K sold.

Three Bridge Wealth Advisors first reported a position in BAC in Q1 2023 and held it in 10 quarters. The position peaked at $321K in Q4 2024. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Three Bridge Wealth Advisors reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Three Bridge Wealth Advisors sold 5,121 Bank of America shares in Q3 2025, an estimated $242K.
Three Bridge Wealth Advisors first reported a position in Bank of America in Q1 2023 and held it in 10 quarters.
Three Bridge Wealth Advisors's Bank of America position peaked at $321K in Q4 2024.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.