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Willow Creek Wealth Management’s Bank of America BAC Stock Holding History

Willow Creek Wealth 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 		$347K Hold
6,718
– – 0.03% 127
2025
Q2 		$318K Sell
6,718
-826
-11% -$34.8K 0.03% 132
2025
Q1 		$315K Buy
7,544
+558
+8% +$24.9K 0.03% 121
2024
Q4 		$307K Sell
6,986
-56
-0.8% -$2.46K 0.03% 125
2024
Q3 		$279K Hold
7,042
– – 0.03% 135
2024
Q2 		$280K Buy
7,042
+32
+0.5% +$1.23K 0.03% 128
2024
Q1 		$266K Sell
7,010
-1,114
-14% -$38.2K 0.03% 130
2023
Q4 		$274K Buy
+8,124
New +$237K 0.03% 119
2023
Q3 		– Sell
-7,032
Closed -$202K – 132
2023
Q2 		$202K Buy
+7,032
New +$201K 0.03% 140
2023
Q1 		– Sell
-7,189
Closed -$238K – 133
2022
Q4 		$238K Buy
7,189
+242
+3% +$8.34K 0.04% 113
2022
Q3 		$210K Hold
6,947
– – 0.04% 113
2022
Q2 		$216K Hold
6,947
– – 0.04% 115
2022
Q1 		$286K Hold
6,947
– – 0.06% 95
2021
Q4 		$309K Hold
6,947
– – 0.06% 96
2021
Q3 		$295K Hold
6,947
– – 0.07% 90
2021
Q2 		$286K Buy
6,947
+391
+6% +$16K 0.07% 89
2021
Q1 		$254K Buy
+6,556
New +$226K 0.09% 82
2020
Q1 		– Sell
-6,854
Closed -$241K – 67
2019
Q4 		$241K Sell
6,854
-271
-4% -$8.76K 0.11% 69
2019
Q3 		$208K Buy
7,125
+50
+0.7% +$1.44K 0.1% 82
2019
Q2 		$205K Buy
+7,075
New +$204K 0.1% 81
2018
Q4 		– Sell
-7,070
Closed -$208K – 67
2018
Q3 		$208K Sell
7,070
-826
-10% -$25.2K 0.12% 67
2018
Q2 		$223K Buy
7,896
+140
+2% +$4.18K 0.13% 60
2018
Q1 		$233K Buy
+7,756
New +$244K 0.12% 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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Willow Creek Wealth Management's BAC Position: Q3 2025 in Review

Willow Creek Wealth Management held its Bank of America (BAC) position steady in Q3 2025 at 6,718 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #127.

Willow Creek Wealth Management first reported a position in BAC in Q1 2018 and has held it in 23 quarters since. 3,366 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Willow Creek Wealth Management held 6,718 shares of Bank of America worth $347K as of Q3 2025.
  • Willow Creek Wealth Management left its Bank of America share count unchanged in Q3 2025.
  • Bank of America made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #127 holding.
  • Willow Creek Wealth Management first reported a position in Bank of America in Q1 2018 and has held it in 23 quarters since.
  • 3,366 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.