Fairman Group’s Bank of America BAC Stock Holding History

Fairman 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
2026 Q3	$11.7K	Hold	215	–	–	0.01%	155
2026 Q2	$12.3K	Hold	215	–	–	0.01%	157
2026 Q1	$10.5K	Hold	215	–	–	0.01%	151
2025 Q4	$11.8K	Hold	215	–	–	0.01%	149
2025 Q3	$11.1K	Hold	215	–	–	0.01%	161
2025 Q2	$10.2K	Hold	215	–	–	0.01%	161
2025 Q1	$9.45K	Hold	215	–	–	0.01%	152
2024 Q4	$9.45K	Hold	215	–	–	0.01%	161
2024 Q3	$8.53K	Hold	215	–	–	0.01%	180
2024 Q2	$8.55K	Hold	215	–	–	0.01%	179
2024 Q1	$8.15K	Sell	215 -1,320	-86%	-$45.3K	0.01%	169
2023 Q4	$51.7K	Buy	+1,535	New	+$44.7K	0.05%	100

Other funds holding BAC

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fairman Group's BAC Position: Q3 2026 in Review

Fairman Group held its Bank of America (BAC) position steady in Q3 2026 at 215 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #155.

Fairman Group first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $51.7K in Q4 2023. 1,919 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Fairman Group held 215 shares of Bank of America worth $11.7K as of Q3 2026.
Fairman Group left its Bank of America share count unchanged in Q3 2026.
Bank of America made up 0.01% of Fairman Group's portfolio in Q3 2026, its #155 holding.
Fairman Group first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Fairman Group's Bank of America position peaked at $51.7K in Q4 2023.
1,919 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.