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Wealthstream Advisors’s Bank of America BAC Stock Holding History

Wealthstream Advisors’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 		$431K Buy
8,353
+159
+2% +$7.76K 0.07% 97
2025
Q2 		$388K Buy
+8,194
New +$345K 0.06% 101
2025
Q1 		– Sell
-4,647
Closed -$204K – 166
2024
Q4 		$204K Buy
+4,647
New +$204K 0.04% 148
2024
Q1 		– Sell
-12,701
Closed -$428K – 154
2023
Q4 		$428K Buy
+12,701
New +$370K 0.18% 82
2022
Q2 		– Sell
-5,258
Closed -$217K – 71
2022
Q1 		$217K Buy
5,258
+98
+2% +$4.42K 0.19% 65
2021
Q4 		$230K Buy
+5,160
New +$235K 0.2% 60

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

Wealthstream Advisors's BAC Position: Q3 2025 in Review

Wealthstream Advisors increased its Bank of America (BAC) stake by 1.9% in Q3 2025, buying an estimated $7.76K and bringing the position to 8,353 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #97.

Wealthstream Advisors first reported a position in BAC in Q4 2021 and has held it in 6 quarters since. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Wealthstream Advisors held 8,353 shares of Bank of America worth $431K as of Q3 2025.
  • Wealthstream Advisors bought 159 Bank of America shares in Q3 2025, an estimated $7.76K.
  • Bank of America made up 0.07% of Wealthstream Advisors's portfolio in Q3 2025, its #97 holding.
  • Wealthstream Advisors first reported a position in Bank of America in Q4 2021 and has held it in 6 quarters since.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.