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Wood Tarver Financial Group’s Bank of America BAC Stock Holding History

Wood Tarver Financial Group’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
-777
Closed -$36K – 197
2025
Q2 		$36K Sell
777
-107
-12% -$4.5K 0.01% 304
2025
Q1 		$36.9K Hold
884
– – 0.01% 292
2024
Q4 		$38K Buy
+884
New +$38.9K 0.01% 283

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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's BAC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Bank of America (BAC) in Q3 2025, closing a stake of 777 shares — an estimated $36K sold.

Wood Tarver Financial Group first reported a position in BAC in Q4 2024 and held it in 3 quarters. The position peaked at $38K in Q4 2024. 3,367 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 777 Bank of America shares in Q3 2025, an estimated $36K.
  • Wood Tarver Financial Group first reported a position in Bank of America in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Bank of America position peaked at $38K in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.