FDx Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$497K Sell
10,200
-29
-0.3% -$1.5K 0.16% 96
2025
Q4
$563K Sell
10,229
-14
-0.1% -$740 0.29% 44
2025
Q3
$547K Sell
10,243
-67
-0.6% -$3.27K 0.16% 87
2025
Q2
$488K Buy
10,310
+207
+2% +$8.71K 0.15% 94
2025
Q1
$422K Buy
10,103
+206
+2% +$9.18K 0.14% 99
2024
Q4
$435K Sell
9,897
-579
-6% -$25.5K 0.13% 104
2024
Q3
$416K Buy
+10,476
New +$420K 0.11% 119
2024
Q1
Sell
-28,369
Closed -$955K 369
2023
Q4
$955K Buy
28,369
+5,584
+25% +$163K 0.07% 272
2023
Q3
$624K Sell
22,785
-30,283
-57% -$896K 0.05% 303
2023
Q2
$1.52M Sell
53,068
-105,647
-67% -$3.01M 0.08% 229
2023
Q1
$5.26M Hold
158,715
0.23% 105
2022
Q4
$5.26M Buy
158,715
+5,356
+3% +$184K 0.23% 105
2022
Q3
$4.63M Sell
153,359
-24,165
-14% -$808K 0.21% 110
2022
Q2
$5.53M Buy
177,524
+158,837
+850% +$5.72M 0.21% 104
2022
Q1
$770K Sell
18,687
-126,892
-87% -$5.73M 0.03% 389
2021
Q4
$6.48M Buy
145,579
+14,062
+11% +$641K 0.18% 108
2021
Q3
$5.58M Buy
131,517
+9,505
+8% +$383K 0.18% 102
2021
Q2
$5.03M Sell
122,012
-15,210
-11% -$623K 0.17% 113
2021
Q1
$5.31M Buy
137,222
+13,267
+11% +$458K 0.2% 101
2020
Q4
$3.76M Buy
123,955
+12,247
+11% +$328K 0.15% 115
2020
Q3
$2.69M Sell
111,708
-8,805
-7% -$219K 0.13% 130
2020
Q2
$2.86M Buy
120,513
+2,729
+2% +$64.5K 0.15% 120
2020
Q1
$2.5M Buy
117,784
+1,861
+2% +$55.8K 0.16% 119
2019
Q4
$4.08M Buy
115,923
+9,251
+9% +$299K 0.23% 102
2019
Q3
$3.11M Buy
106,672
+1,122
+1% +$32.3K 0.22% 99
2019
Q2
$3.06M Sell
105,550
-4,715
-4% -$136K 0.12% 145
2019
Q1
$3.04M Buy
110,265
+14,808
+16% +$418K 0.12% 133
2018
Q4
$2.35M Sell
95,457
-88,379
-48% -$2.4M 0.19% 89
2018
Q3
$5.42M Buy
183,836
+5,881
+3% +$179K 0.2% 84
2018
Q2
$5.02M Sell
177,955
-120,187
-40% -$3.59M 0.18% 94
2018
Q1
$8.94M Sell
298,142
-55,387
-16% -$1.74M 0.27% 74
2017
Q4
$10.4M Buy
353,529
+12,941
+4% +$357K 0.28% 66
2017
Q3
$8.63M Buy
340,588
+19,396
+6% +$471K 0.24% 74
2017
Q2
$7.79M Buy
321,192
+948
+0.3% +$22.1K 0.23% 74
2017
Q1
$7.55M Buy
320,244
+12,468
+4% +$296K 0.23% 80
2016
Q4
$6.8M Buy
307,776
+94,048
+44% +$1.81M 0.2% 103
2016
Q3
$3.35M Sell
213,728
-9,493
-4% -$141K 0.14% 124
2016
Q2
$2.96M Sell
223,221
-16,180
-7% -$227K 0.13% 134
2016
Q1
$3.24M Buy
239,401
+95,109
+66% +$1.28M 0.15% 117
2015
Q4
$2.43M Buy
144,292
+13,923
+11% +$235K 0.11% 151
2015
Q3
$2.03M Buy
130,369
+12,882
+11% +$217K 0.17% 116
2015
Q2
$2M Sell
117,487
-15,713
-12% -$259K 0.1% 176
2015
Q1
$2.05M Buy
133,200
+22,360
+20% +$359K 0.05% 329
2014
Q4
$1.98M Buy
110,840
+19,215
+21% +$329K 0.12% 154
2014
Q3
$1.56M Sell
91,625
-9,513
-9% -$151K 0.1% 201
2014
Q2
$1.55M Sell
101,138
-4,332
-4% -$67.3K 0.1% 216
2014
Q1
$1.81M Buy
105,470
+45,436
+76% +$764K 0.15% 152
2013
Q4
$935K Buy
60,034
+5,127
+9% +$76.1K 0.09% 208
2013
Q3
$758K Buy
54,907
+6,749
+14% +$96.3K 0.09% 204
2013
Q2
$619K Buy
+48,158
New +$614K 0.08% 217

Other funds holding BAC

FDx Advisors's BAC Position: Q1 2026 in Review

FDx Advisors reduced its Bank of America (BAC) stake by 0.28% in Q1 2026, selling an estimated $1.5K and leaving 10,200 shares worth $497K. The position accounts for 0.16% of the portfolio, ranked #96.

FDx Advisors first reported a position in BAC in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.4M in Q4 2017. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • FDx Advisors held 10,200 shares of Bank of America worth $497K as of Q1 2026.
  • FDx Advisors sold 29 Bank of America shares in Q1 2026, an estimated $1.5K.
  • Bank of America made up 0.16% of FDx Advisors's portfolio in Q1 2026, its #96 holding.
  • FDx Advisors first reported a position in Bank of America in Q2 2013 and has held it in 50 quarters since.
  • FDx Advisors's Bank of America position peaked at $10.4M in Q4 2017.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.