TruNorth Capital Management’s Bank of America BAC Stock Holding History

TruNorth Capital 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 Q4	–	Sell	-1,064	Closed	-$54.9K	–	139
2025 Q3	$54.9K	Hold	1,064	–	–	0.01%	172
2025 Q2	$50.3K	Sell	1,064 -374	-26%	-$15.7K	0.01%	163
2025 Q1	$60K	Buy	1,438 +374	+35%	+$16.7K	0.01%	190
2024 Q4	$46.8K	Hold	1,064	–	–	0.01%	156
2024 Q3	$42.2K	Sell	1,064 -71	-6%	-$2.85K	0.01%	166
2024 Q2	$45.1K	Buy	1,135 +1,000	+741%	+$38.3K	0.01%	135
2024 Q1	$5.12K	Buy	+135	New	+$4.63K	﹤0.01%	214

Other funds holding BAC

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

TruNorth Capital Management's BAC Position: Q4 2025 in Review

TruNorth Capital Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 1,064 shares — an estimated $54.9K sold.

TruNorth Capital Management first reported a position in BAC in Q1 2024 and held it in 7 quarters. The position peaked at $60K in Q1 2025. 3,599 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

TruNorth Capital Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 1,064 Bank of America shares in Q4 2025, an estimated $54.9K.
TruNorth Capital Management first reported a position in Bank of America in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's Bank of America position peaked at $60K in Q1 2025.
3,599 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.