Tyler-Stone Wealth Management’s Bank of America BAC Stock Holding History

Tyler-Stone Wealth 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 Q2	$3.47M	Buy	73,285 +6,688	+10%	+$281K	0.56%	39
2025 Q1	$2.78M	Buy	66,597 +11,254	+20%	+$501K	0.5%	46
2024 Q4	$2.43M	Sell	55,343 -1,236	-2%	-$54.4K	0.43%	49
2024 Q3	$2.25M	Buy	56,579 +28,964	+105%	+$1.16M	0.42%	45
2024 Q2	$1.1M	Sell	27,615 -2,466	-8%	-$94.5K	0.45%	42
2024 Q1	$1.14M	Sell	30,081 -1,788	-6%	-$61.4K	0.5%	39
2023 Q4	$1.07M	Buy	31,869 +2,407	+8%	+$70.1K	0.54%	40
2023 Q3	$807K	Buy	29,462 +513	+2%	+$15.2K	0.46%	46
2023 Q2	$831K	Buy	+28,949	New	+$826K	0.47%	42
2022 Q4	$821K	Buy	24,775 +1,676	+7%	+$57.7K	0.56%	40
2022 Q3	$698K	Sell	23,099 -2,418	-9%	-$80.8K	0.53%	41
2022 Q2	$794K	Buy	25,517 +2,947	+13%	+$106K	0.53%	41
2022 Q1	$930K	Sell	22,570 -19,773	-47%	-$892K	0.51%	42
2021 Q4	$1.88M	Buy	+42,343	New	+$1.93M	1%	25

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

Norges Bank Oslo, Norway $935B AUM

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

Tyler-Stone Wealth Management's BAC Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Bank of America (BAC) stake by 10% in Q2 2025, buying an estimated $281K and bringing the position to 73,285 shares worth $3.47M. The position accounts for 0.56% of the portfolio, ranked #39.

Tyler-Stone Wealth Management first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Tyler-Stone Wealth Management held 73,285 shares of Bank of America worth $3.47M as of Q2 2025.
Tyler-Stone Wealth Management bought 6,688 Bank of America shares in Q2 2025, an estimated $281K.
Bank of America made up 0.56% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #39 holding.
Tyler-Stone Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.