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 Q3	–	Sell	-2,038	Closed	-$116K	–	156
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fedenia Advisers's BAC Position: Q3 2026 in Review

Fedenia Advisers sold out of Bank of America (BAC) in Q3 2026, closing a stake of 2,038 shares — an estimated $116K sold.

Fedenia Advisers first reported a position in BAC in Q4 2024 and held it in 2 quarters. The position peaked at $116K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Fedenia Advisers reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
Fedenia Advisers sold 2,038 Bank of America shares in Q3 2026, an estimated $116K.
Fedenia Advisers first reported a position in Bank of America in Q4 2024 and held it in 2 quarters.
Fedenia Advisers's Bank of America position peaked at $116K in Q2 2026.
3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.