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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fi3 Financial Advisors's BAC Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Bank of America (BAC) stake by 2.5% in Q1 2026, selling an estimated $17.6K and leaving 13,251 shares worth $646K. The position accounts for 0.19% of the portfolio, ranked #61.

Fi3 Financial Advisors first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $748K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Fi3 Financial Advisors held 13,251 shares of Bank of America worth $646K as of Q1 2026.
Fi3 Financial Advisors sold 341 Bank of America shares in Q1 2026, an estimated $17.6K.
Bank of America made up 0.19% of Fi3 Financial Advisors's portfolio in Q1 2026, its #61 holding.
Fi3 Financial Advisors first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
Fi3 Financial Advisors's Bank of America position peaked at $748K in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.