Bank of America
FORA

Bank of America’s Forian FORA Stock Holding History

Bank of America’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-68
Closed -$144 – 6139
2025
Q4 		$144 Sell
68
-55
-45% -$120 ﹤0.01% 6756
2025
Q3 		$277 Sell
123
-135
-52% -$275 ﹤0.01% 7680
2025
Q2 		$506 Buy
258
+126
+95% +$255 ﹤0.01% 7665
2025
Q1 		$264 Buy
132
+5
+4% +$11 ﹤0.01% 7635
2024
Q4 		$262 Sell
127
-70
-36% -$145 ﹤0.01% 7533
2024
Q3 		$425 Buy
197
+61
+45% +$148 ﹤0.01% 7412
2024
Q2 		$360 Sell
136
-543
-80% -$1.47K ﹤0.01% 7420
2024
Q1 		$2.25K Sell
679
-742
-52% -$2.15K ﹤0.01% 7112
2023
Q4 		$4.16K Buy
1,421
+34
+2% +$87 ﹤0.01% 7042
2023
Q3 		$3.09K Hold
1,387
– – ﹤0.01% 7087
2023
Q2 		$3.4K Sell
1,387
-409
-23% -$1.09K ﹤0.01% 7060
2023
Q1 		$6.84K Sell
1,796
-813
-31% -$2.83K ﹤0.01% 7002
2022
Q4 		$7.12K Hold
2,609
– – ﹤0.01% 6989
2022
Q3 		$9K Sell
2,609
-608
-19% -$2.68K ﹤0.01% 7259
2022
Q2 		$14K Sell
3,217
-2,808
-47% -$10.8K ﹤0.01% 7290
2022
Q1 		$42K Sell
6,025
-7,422
-55% -$54.8K ﹤0.01% 7246
2021
Q4 		$121K Buy
13,447
+10,450
+349% +$100K ﹤0.01% 6788
2021
Q3 		$30K Buy
2,997
+112
+4% +$1.24K ﹤0.01% 7258
2021
Q2 		$36K Sell
2,885
-3,093
-52% -$35.4K ﹤0.01% 6957
2021
Q1 		$60K Buy
+5,978
New +$76.4K ﹤0.01% 6576

Other funds holding FORA

SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
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
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Bank of America's FORA Position: Q1 2026 in Review

Bank of America sold out of Forian (FORA) in Q1 2026, closing a stake of 68 shares — an estimated $144 sold.

Bank of America first reported a position in FORA in Q1 2021 and held it in 20 quarters. The position peaked at $121K in Q4 2021. 31 funds tracked by Wall St. Rank hold FORA as of Q1 2026.

  • Bank of America reported no remaining Forian position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 68 Forian shares in Q1 2026, an estimated $144.
  • Bank of America first reported a position in Forian in Q1 2021 and held it in 20 quarters.
  • Bank of America's Forian position peaked at $121K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held Forian as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.