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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-28
Closed -$11.1K 356
2024
Q2
$11.1K Buy
28
+12
+75% +$460 ﹤0.01% 643
2024
Q1
$6.4K Hold
16
﹤0.01% 718
2023
Q4
$4.05K Buy
+16
New +$466 ﹤0.01% 751
2022
Q4
$1K Buy
+4
New +$138 ﹤0.01% 781
2022
Q1
Sell
-207
Closed -$183K 834
2021
Q4
$183K Buy
+207
New +$9.43K 0.1% 195

Other funds holding BAC

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.