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Fiduciary Advisors Inc’s Bank of America BAC Stock Holding History

Fiduciary Advisors Inc’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 		$1.11M Hold
22,826
– – 0.84% 23
2025
Q4 		$1.26M Hold
22,826
– – 0.96% 23
2025
Q3 		$1.18M Hold
22,826
– – 0.95% 24
2025
Q2 		$1.08M Hold
22,826
– – 0.95% 23
2025
Q1 		$953K Hold
22,826
– – 0.94% 23
2024
Q4 		$1M Buy
+22,826
New +$1M 1.01% 23

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Advisors Inc's BAC Position: Q1 2026 in Review

Fiduciary Advisors Inc held its Bank of America (BAC) position steady in Q1 2026 at 22,826 shares worth $1.11M. The position accounts for 0.84% of the portfolio, ranked #23.

Fiduciary Advisors Inc first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fiduciary Advisors Inc held 22,826 shares of Bank of America worth $1.11M as of Q1 2026.
  • Fiduciary Advisors Inc left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.84% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #23 holding.
  • Fiduciary Advisors Inc first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Advisors Inc's Bank of America position peaked at $1.26M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.