TAM
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Tucker Asset Management’s Bank of America BAC Stock Holding History

Tucker 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
Q4 		$287K Sell
5,218
-606
-10% -$32K 0.08% 72
2025
Q3 		$300K Sell
5,824
-228
-4% -$11.1K 0.09% 71
2025
Q2 		$286K Buy
6,052
+308
+5% +$13K 0.09% 68
2025
Q1 		$240K Sell
5,744
-1,483
-21% -$66.1K 0.08% 71
2024
Q4 		$318K Sell
7,227
-1,355
-16% -$59.6K 0.03% 88
2024
Q3 		$341K Buy
8,582
+1,284
+18% +$51.5K 0.08% 87
2024
Q2 		$290K Sell
7,298
-118
-2% -$4.52K 0.06% 117
2024
Q1 		$281K Buy
7,416
+1,253
+20% +$43K 0.06% 131
2023
Q4 		$208K Buy
6,163
+302
+5% +$8.79K 0.05% 141
2023
Q3 		$160K Buy
5,861
+848
+17% +$25.1K 0.04% 160
2023
Q2 		$144K Sell
5,013
-466
-9% -$13.3K 0.04% 133
2023
Q1 		$157K Buy
5,479
+1,240
+29% +$40.9K 0.05% 99
2022
Q4 		$140K Buy
4,239
+812
+24% +$28K 0.05% 74
2022
Q3 		$124K Buy
3,427
+839
+32% +$28K 0.04% 67
2022
Q2 		$80.6K Buy
2,588
+251
+11% +$9.04K 0.03% 62
2022
Q1 		$96.3K Buy
2,337
+39
+2% +$1.76K 0.03% 46
2021
Q4 		$102K Buy
2,298
+368
+19% +$16.8K 0.03% 44
2021
Q3 		$92.2K Buy
1,930
+474
+33% +$19.1K 0.03% 46
2021
Q2 		$60K Buy
1,456
+161
+12% +$6.6K 0.03% 53
2021
Q1 		$50.1K Buy
1,295
+191
+17% +$6.59K 0.03% 73
2020
Q4 		$33.5K Buy
+1,104
New +$29.6K 0.02% 84

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tucker Asset Management's BAC Position: Q4 2025 in Review

Tucker Asset Management reduced its Bank of America (BAC) stake by 10% in Q4 2025, selling an estimated $32K and leaving 5,218 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #72.

Tucker Asset Management first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. The position peaked at $341K in Q3 2024. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Tucker Asset Management held 5,218 shares of Bank of America worth $287K as of Q4 2025.
  • Tucker Asset Management sold 606 Bank of America shares in Q4 2025, an estimated $32K.
  • Bank of America made up 0.08% of Tucker Asset Management's portfolio in Q4 2025, its #72 holding.
  • Tucker Asset Management first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's Bank of America position peaked at $341K in Q3 2024.
  • 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.