USAdvisors Wealth Management’s Bank of America BAC Stock Holding History

USAdvisors 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	–	Sell	-5,280	Closed	-$220K	–	136
2025 Q1	$220K	Sell	5,280 -160	-3%	-$7.13K	0.08%	122
2024 Q4	$239K	Buy	5,440 +165	+3%	+$7.26K	0.08%	119
2024 Q3	$207K	Sell	5,275 -308	-6%	-$12.3K	0.07%	121
2024 Q2	$222K	Sell	5,583 -884	-14%	-$33.9K	0.08%	111
2024 Q1	$244K	Buy	+6,467	New	+$222K	0.09%	116
2023 Q1	–	Sell	-6,473	Closed	-$214K	–	115
2022 Q4	$214K	Buy	+6,473	New	+$223K	0.1%	106
2022 Q2	–	Sell	-5,324	Closed	-$219K	–	111
2022 Q1	$219K	Buy	+5,324	New	+$240K	0.09%	113

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

USAdvisors Wealth Management's BAC Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of Bank of America (BAC) in Q2 2025, closing a stake of 5,280 shares — an estimated $220K sold.

USAdvisors Wealth Management first reported a position in BAC in Q1 2022 and held it in 7 quarters. The position peaked at $244K in Q1 2024. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

USAdvisors Wealth Management reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
USAdvisors Wealth Management sold 5,280 Bank of America shares in Q2 2025, an estimated $220K.
USAdvisors Wealth Management first reported a position in Bank of America in Q1 2022 and held it in 7 quarters.
USAdvisors Wealth Management's Bank of America position peaked at $244K in Q1 2024.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.