BAC — BANK AMERICA CORP

Ownership history in AdviceOne Advisory Services, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which AdviceOne Advisory Services, LLC reported a position in BANK AMERICA CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2025 Q1)
Avg. % of fund
0.25%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,034 -59 -0.8% 0.23% $387K $54.69
2025 Q3 ADDED 7,093 +1 +0.0% 0.24% $366K $51.03
2025 Q2 ADDED 7,092 +230 +3.4% 0.25% $336K $46.55
2025 Q1 INITIATED 6,862 — — 0.27% $302K $40.81
% of Fund (quarterly)    BAC price (monthly, adj. close)

Other funds also holding BAC

As of 2025 Q4 — sorted by position size

DAILY JOURNAL CORP 3Y 7Y 39.76% SALZHAUER MICHAEL 3Y 7Y 31.78% Himalaya Capital Management LLC 3Y 7Y 16.08% Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.34% Exane Asset Management 3Y 7Y 11.28% PB INVESTMENT PARTNERS, L.P. 3Y 11.26% BERKSHIRE HATHAWAY INC 3Y 7Y 10.38% MFF Capital Investments Ltd 9.49% SAMLYN CAPITAL, LLC 3Y 7Y 8.26% MISHPACHA HOLDINGS CORP 7.67%
← Back to AdviceOne Advisory Services, LLC Holdings