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Fi3 Financial Advisors’s Bank of America BAC Stock Holding History

Fi3 Financial 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 		$263K Sell
2,436
-10,815
-82% -$575K 0.06% 188
2026
Q1 		$646K Sell
13,251
-341
-3% -$17.6K 0.19% 61
2025
Q4 		$748K Buy
13,592
+3,536
+35% +$187K 0.23% 47
2025
Q3 		$519K Buy
10,056
+103
+1% +$5.03K 0.18% 51
2025
Q2 		$471K Sell
9,953
-3
-0% -$126 0.17% 56
2025
Q1 		$415K Buy
9,956
+44
+0.4% +$1.96K 0.17% 56
2024
Q4 		$436K Buy
9,912
+387
+4% +$17K 0.16% 52
2024
Q3 		$378K Buy
9,525
+1,776
+23% +$71.2K 0.15% 52
2024
Q2 		$308K Sell
7,749
-102
-1% -$3.91K 0.14% 53
2024
Q1 		$292K Buy
+7,851
New +$270K 0.13% 58

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fi3 Financial Advisors's BAC Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Bank of America (BAC) stake by 82% in Q2 2026, selling an estimated $575K and leaving 2,436 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #188.

Fi3 Financial Advisors first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $748K in Q4 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fi3 Financial Advisors held 2,436 shares of Bank of America worth $263K as of Q2 2026.
  • Fi3 Financial Advisors sold 10,815 Bank of America shares in Q2 2026, an estimated $575K.
  • Bank of America made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #188 holding.
  • Fi3 Financial Advisors first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • Fi3 Financial Advisors's Bank of America position peaked at $748K in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.