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Vishria Bird Financial Group’s Bank of America BAC Stock Holding History

Vishria Bird Financial Group’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
Q3 		$276K Buy
5,353
+45
+0.8% +$2.19K 0.05% 86
2025
Q2 		$251K Hold
5,308
– – 0.08% 82
2025
Q1 		$222K Hold
5,308
– – 0.08% 78
2024
Q4 		$233K Sell
5,308
-739
-12% -$32.5K 0.08% 77
2024
Q3 		$240K Hold
6,047
– – 0.09% 77
2024
Q2 		$240K Sell
6,047
-155
-2% -$5.94K 0.1% 60
2024
Q1 		$235K Buy
6,202
+178
+3% +$6.11K 0.1% 61
2023
Q4 		$203K Buy
+6,024
New +$175K 0.1% 58
2023
Q1 		– Sell
-7,473
Closed -$247K – 56
2022
Q4 		$247K Hold
7,473
– – 0.17% 51
2022
Q3 		$226K Hold
7,473
– – 0.15% 50
2022
Q2 		$233K Hold
7,473
– – 0.16% 52
2022
Q1 		$308K Buy
7,473
+51
+0.7% +$2.3K 0.17% 46
2021
Q4 		$330K Hold
7,422
– – 0.15% 51
2021
Q3 		$315K Sell
7,422
-96
-1% -$3.87K 0.17% 49
2021
Q2 		$310K Sell
7,518
-206,781
-96% -$8.48M 0.15% 49
2021
Q1 		$8.29M Sell
214,299
-5,807
-3% -$200K 4.57% 8
2020
Q4 		$6.67M Buy
220,106
+2,172
+1% +$58.2K 3.8% 11
2020
Q3 		$5.25M Buy
217,934
+3,935
+2% +$98K 3.3% 12
2020
Q2 		$5.08M Sell
213,999
-2,206
-1% -$52.1K 3.97% 11
2020
Q1 		$4.59M Buy
216,205
+10,514
+5% +$315K 4.81% 10
2019
Q4 		$7.24M Buy
+205,691
New +$6.65M 7.03% 3
2019
Q3 		– Sell
-202,560
Closed -$5.87M – 54
2019
Q2 		$5.87M Buy
202,560
+8,657
+4% +$250K 5.86% 6
2019
Q1 		$5.35M Sell
193,903
-3,120
-2% -$88.2K 5.41% 6
2018
Q4 		$4.86M Sell
197,023
-242
-0.1% -$6.57K 5.37% 7
2018
Q3 		$5.81M Buy
197,265
+8
+0% +$244 4.98% 9
2018
Q2 		$5.56M Buy
+197,257
New +$5.89M 5.16% 9

Other funds holding BAC

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

Vishria Bird Financial Group's BAC Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Bank of America (BAC) stake by 0.85% in Q3 2025, buying an estimated $2.19K and bringing the position to 5,353 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #86.

Vishria Bird Financial Group first reported a position in BAC in Q2 2018 and has held it in 26 quarters since. The position peaked at $8.29M in Q1 2021. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Vishria Bird Financial Group held 5,353 shares of Bank of America worth $276K as of Q3 2025.
  • Vishria Bird Financial Group bought 45 Bank of America shares in Q3 2025, an estimated $2.19K.
  • Bank of America made up 0.05% of Vishria Bird Financial Group's portfolio in Q3 2025, its #86 holding.
  • Vishria Bird Financial Group first reported a position in Bank of America in Q2 2018 and has held it in 26 quarters since.
  • Vishria Bird Financial Group's Bank of America position peaked at $8.29M in Q1 2021.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.