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Fedenia Advisers’s Bank of America BAC Stock Holding History

Fedenia Advisers’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
Q2 		$116K Buy
+2,038
New +$108K 0.03% 164
2025
Q1 		– Sell
-1,811
Closed -$79.6K – 143
2024
Q4 		$79.6K Buy
+1,811
New +$79.7K 0.05% 229

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fedenia Advisers's BAC Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Bank of America (BAC) in Q2 2026: 2,038 shares worth $116K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in BAC as recently as Q4 2024.

Fedenia Advisers first reported a position in BAC in Q4 2024 and has held it in 2 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fedenia Advisers held 2,038 shares of Bank of America worth $116K as of Q2 2026.
  • Bank of America was a new Fedenia Advisers position in Q2 2026.
  • Bank of America made up 0.03% of Fedenia Advisers's portfolio in Q2 2026, its #164 holding.
  • Fedenia Advisers first reported a position in Bank of America in Q4 2024 and has held it in 2 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.