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Fermata Advisors’s Bank of America BAC Stock Holding History

Fermata Advisors’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 		$622K Buy
11,430
+828
+8% +$50.4K 0.12% 147
2026
Q2 		$604K Buy
10,602
+1,118
+12% +$59.5K 0.12% 140
2026
Q1 		$462K Buy
9,484
+3,291
+53% +$170K 0.1% 146
2025
Q4 		$341K Buy
6,193
+46
+0.7% +$2.43K 0.08% 163
2025
Q3 		$317K Sell
6,147
-3,316
-35% -$162K 0.08% 160
2025
Q2 		$448K Sell
9,463
-4,620
-33% -$194K 0.12% 137
2025
Q1 		$588K Buy
14,083
+7,550
+116% +$336K 0.11% 141
2024
Q4 		$287K Sell
6,533
-245
-4% -$10.8K 0.05% 209
2024
Q3 		$269K Buy
6,778
+364
+6% +$14.6K 0.05% 197
2024
Q2 		$255K Buy
6,414
+726
+13% +$27.8K 0.06% 183
2024
Q1 		$216K Sell
5,688
-805
-12% -$27.6K 0.05% 189
2023
Q4 		$219K Sell
6,493
-1,429
-18% -$41.6K 0.05% 163
2023
Q3 		$217K Buy
+7,922
New +$234K 0.06% 144
2023
Q1 		– Sell
-7,207
Closed -$239K – 101
2022
Q4 		$239K Sell
7,207
-377
-5% -$13K 0.07% 123
2022
Q3 		$229K Sell
7,584
-919
-11% -$30.7K 0.07% 122
2022
Q2 		$265K Sell
8,503
-198
-2% -$7.13K 0.09% 133
2022
Q1 		$359K Sell
8,701
-991
-10% -$44.7K 0.13% 112
2021
Q4 		$431K Buy
9,692
+827
+9% +$37.7K 0.16% 99
2021
Q3 		$376K Buy
8,865
+2,356
+36% +$94.9K 0.17% 100
2021
Q2 		$268K Buy
+6,509
New +$267K 0.16% 113

Other funds holding BAC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fermata Advisors's BAC Position: Q3 2026 in Review

Fermata Advisors increased its Bank of America (BAC) stake by 7.8% in Q3 2026, buying an estimated $50.4K and bringing the position to 11,430 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #147.

Fermata Advisors first reported a position in BAC in Q2 2021 and has held it in 20 quarters since. 691 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Fermata Advisors held 11,430 shares of Bank of America worth $622K as of Q3 2026.
  • Fermata Advisors bought 828 Bank of America shares in Q3 2026, an estimated $50.4K.
  • Bank of America made up 0.12% of Fermata Advisors's portfolio in Q3 2026, its #147 holding.
  • Fermata Advisors first reported a position in Bank of America in Q2 2021 and has held it in 20 quarters since.
  • 691 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.