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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Fermata Advisors's BAC Position: Q2 2026 in Review

Fermata Advisors increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $59.5K and bringing the position to 10,602 shares worth $604K. The position accounts for 0.12% of the portfolio, ranked #140.

Fermata Advisors first reported a position in BAC in Q2 2021 and has held it in 19 quarters since. 597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fermata Advisors held 10,602 shares of Bank of America worth $604K as of Q2 2026.
  • Fermata Advisors bought 1,118 Bank of America shares in Q2 2026, an estimated $59.5K.
  • Bank of America made up 0.12% of Fermata Advisors's portfolio in Q2 2026, its #140 holding.
  • Fermata Advisors first reported a position in Bank of America in Q2 2021 and has held it in 19 quarters since.
  • 597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.