Von Berge Wealth Management Group’s Bank of America BAC Stock Holding History

Von Berge Wealth Management 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	–	Sell	-4,993	Closed	-$239K	–	4
2025 Q2	$239K	Buy	+4,993	New	+$210K	0.13%	57
2025 Q1	–	Sell	-4,967	Closed	-$232K	–	64
2024 Q4	$232K	Sell	4,967 -36	-0.7%	-$1.58K	0.14%	60
2024 Q3	$227K	Sell	5,003 -131	-3%	-$5.25K	0.14%	60
2024 Q2	$205K	Buy	+5,134	New	+$197K	0.13%	65
2022 Q2	–	Sell	-6,337	Closed	-$238K	–	60
2022 Q1	$238K	Buy	6,337 +99	+2%	+$4.47K	0.22%	55
2021 Q4	$288K	Buy	+6,238	New	+$284K	0.27%	43

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Von Berge Wealth Management Group's BAC Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Bank of America (BAC) in Q3 2025, closing a stake of 4,993 shares — an estimated $239K sold.

Von Berge Wealth Management Group first reported a position in BAC in Q4 2021 and held it in 6 quarters. The position peaked at $288K in Q4 2021. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 4,993 Bank of America shares in Q3 2025, an estimated $239K.
Von Berge Wealth Management Group first reported a position in Bank of America in Q4 2021 and held it in 6 quarters.
Von Berge Wealth Management Group's Bank of America position peaked at $288K in Q4 2021.
3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.