WCM
BAC icon

WealthTrak Capital Management’s Bank of America BAC Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-2,185
Closed -$103K – 162
2025
Q2 		$103K Sell
2,185
-5,785
-73% -$243K 0.09% 90
2025
Q1 		$333K Buy
7,970
+95
+1% +$4.23K 0.29% 54
2024
Q4 		$346K Buy
+7,875
New +$346K 0.29% 57

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

WealthTrak Capital Management's BAC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Bank of America (BAC) in Q3 2025, closing a stake of 2,185 shares — an estimated $103K sold.

WealthTrak Capital Management first reported a position in BAC in Q4 2024 and held it in 3 quarters. The position peaked at $346K in Q4 2024. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2,185 Bank of America shares in Q3 2025, an estimated $103K.
  • WealthTrak Capital Management first reported a position in Bank of America in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Bank of America position peaked at $346K in Q4 2024.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.