Zynergy Retirement Planning’s Bank of America BAC Stock Holding History

Zynergy Retirement Planning’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 Q2	–	Sell	-571	Closed	-$25.1K	–	30
2025 Q1	$25.1K	Hold	571	–	–	0.02%	60
2024 Q4	$22.7K	Hold	571	–	–	0.02%	58
2024 Q3	$22.7K	Hold	571	–	–	0.02%	58
2024 Q2	$22.7K	Buy	+571	New	+$21.9K	0.02%	62

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zynergy Retirement Planning's BAC Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Bank of America (BAC) in Q2 2025, closing a stake of 571 shares — an estimated $25.1K sold.

Zynergy Retirement Planning first reported a position in BAC in Q2 2024 and held it in 4 quarters. The position peaked at $25.1K in Q1 2025. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Zynergy Retirement Planning reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Zynergy Retirement Planning sold 571 Bank of America shares in Q2 2025, an estimated $25.1K.
Zynergy Retirement Planning first reported a position in Bank of America in Q2 2024 and held it in 4 quarters.
Zynergy Retirement Planning's Bank of America position peaked at $25.1K in Q1 2025.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.