Wela Strategies’s Bank of America BAC Stock Holding History

Wela Strategies’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	$253K	Sell	4,908 -121	-2%	-$5.9K	0.1%	51
2025 Q2	$238K	Buy	5,029 +21	+0.4%	+$883	0.09%	51
2025 Q1	$209K	Buy	5,008 +19	+0.4%	+$847	0.09%	51
2024 Q4	$219K	Sell	4,989 -201	-4%	-$8.84K	0.09%	52
2024 Q3	$206K	Sell	5,190 -251	-5%	-$10.1K	0.09%	50
2024 Q2	$216K	Buy	5,441 +47	+0.9%	+$1.8K	0.1%	48
2024 Q1	$205K	Buy	+5,394	New	+$185K	0.1%	48
2022 Q2	–	Sell	-6,073	Closed	-$250K	–	46
2022 Q1	$250K	Buy	6,073 +33	+0.5%	+$1.49K	0.13%	43
2021 Q4	$269K	Sell	6,040 -21	-0.3%	-$957	0.13%	39
2021 Q3	$257K	Buy	6,061 +18	+0.3%	+$725	0.13%	36
2021 Q2	$249K	Buy	6,043 +15	+0.2%	+$615	0.1%	41
2021 Q1	$233K	Buy	+6,028	New	+$208K	0.13%	41

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

Wela Strategies's BAC Position: Q3 2025 in Review

Wela Strategies reduced its Bank of America (BAC) stake by 2.4% in Q3 2025, selling an estimated $5.9K and leaving 4,908 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #51.

Wela Strategies first reported a position in BAC in Q1 2021 and has held it in 12 quarters since. The position peaked at $269K in Q4 2021. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

Wela Strategies held 4,908 shares of Bank of America worth $253K as of Q3 2025.
Wela Strategies sold 121 Bank of America shares in Q3 2025, an estimated $5.9K.
Bank of America made up 0.1% of Wela Strategies's portfolio in Q3 2025, its #51 holding.
Wela Strategies first reported a position in Bank of America in Q1 2021 and has held it in 12 quarters since.
Wela Strategies's Bank of America position peaked at $269K in Q4 2021.
3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.