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Wolf Group Capital Advisors’s Bank of America BAC Stock Holding History

Wolf Group Capital 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
Q1 		$380K Buy
+9,102
New +$406K 0.13% 113
2024
Q3 		– Sell
-5,369
Closed -$214K – 109
2024
Q2 		$214K Buy
+5,369
New +$206K 0.08% 119

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolf Group Capital Advisors's BAC Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Bank of America (BAC) in Q1 2025: 9,102 shares worth $380K. The stake represents 0.13% of the portfolio and ranks #113 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in BAC as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in BAC in Q2 2024 and has held it in 2 quarters since. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Wolf Group Capital Advisors held 9,102 shares of Bank of America worth $380K as of Q1 2025.
  • Bank of America was a new Wolf Group Capital Advisors position in Q1 2025.
  • Bank of America made up 0.13% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #113 holding.
  • Wolf Group Capital Advisors first reported a position in Bank of America in Q2 2024 and has held it in 2 quarters since.
  • 3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.