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WFA Asset Management’s Bank of America BAC Stock Holding History

WFA Asset 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 		$184K Sell
4,636
-823
-15% -$40.1K 0.1% 59
2025
Q2 		$217K Sell
5,459
-980
-15% -$41.2K 0.12% 55
2025
Q1 		$244K Buy
6,439
+210
+3% +$9.36K 0.13% 52
2024
Q4 		$274K Buy
6,229
+1,593
+34% +$70.1K 0.15% 47
2024
Q3 		$184K Sell
4,636
-823
-15% -$33K 0.1% 59
2024
Q2 		$217K Sell
5,459
-980
-15% -$37.6K 0.12% 55
2024
Q1 		$244K Sell
6,439
-4,609
-42% -$158K 0.13% 52
2023
Q4 		$372K Buy
11,048
+53
+0.5% +$1.54K 0.2% 36
2023
Q3 		$301K Sell
10,995
-90
-0.8% -$2.66K 0.18% 41
2023
Q2 		$318K Buy
11,085
+76
+0.7% +$2.17K 0.19% 39
2023
Q1 		$315K Buy
11,009
+1,065
+11% +$35.2K 0.19% 39
2022
Q4 		$329K Sell
9,944
-2,026
-17% -$69.8K 0.22% 39
2022
Q3 		$361K Hold
11,970
– – 0.26% 30
2022
Q2 		$373K Buy
11,970
+78
+0.7% +$2.81K 0.26% 30
2022
Q1 		$490K Buy
11,892
+111
+0.9% +$5.01K 0.32% 25
2021
Q4 		$524K Buy
+11,781
New +$537K 0.34% 22

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

WFA Asset Management's BAC Position: Q3 2025 in Review

WFA Asset Management reduced its Bank of America (BAC) stake by 15% in Q3 2025, selling an estimated $40.1K and leaving 4,636 shares worth $184K. The position accounts for 0.1% of the portfolio, ranked #59.

WFA Asset Management first reported a position in BAC in Q4 2021 and has held it in 16 quarters since. The position peaked at $524K in Q4 2021. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • WFA Asset Management held 4,636 shares of Bank of America worth $184K as of Q3 2025.
  • WFA Asset Management sold 823 Bank of America shares in Q3 2025, an estimated $40.1K.
  • Bank of America made up 0.1% of WFA Asset Management's portfolio in Q3 2025, its #59 holding.
  • WFA Asset Management first reported a position in Bank of America in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Bank of America position peaked at $524K in Q4 2021.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.