Fiduciary Alliance’s Bank of America BAC Stock Holding History

Fiduciary Alliance’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	$3.88M	Buy	71,286 +7,328	+11%	+$446K	0.29%	88
2026 Q2	$3.64M	Sell	63,958 -2,372	-4%	-$126K	0.25%	105
2026 Q1	$3.6M	Sell	66,330 -31,264	-32%	-$1.61M	0.22%	113
2025 Q4	$5.37M	Buy	97,594 +31,405	+47%	+$1.66M	0.35%	72
2025 Q3	$3.41M	Sell	66,189 -718	-1%	-$35K	0.23%	98
2025 Q2	$3.17M	Buy	66,907 +8,185	+14%	+$344K	0.24%	102
2025 Q1	$2.45M	Buy	58,722 +2,708	+5%	+$121K	0.24%	95
2024 Q4	$2.46M	Buy	56,014 +31,356	+127%	+$1.38M	0.25%	94
2024 Q3	$978K	Buy	24,658 +17,677	+253%	+$708K	0.13%	110
2024 Q2	$286K	Buy	+6,981	New	+$268K	0.05%	172
2023 Q3	–	Sell	-1,588	Closed	-$45.6K	–	231
2023 Q2	$45.6K	Sell	1,588 -277,326	-99%	-$7.91M	0.01%	329
2023 Q1	$7.98M	Buy	278,914 +8,899	+3%	+$294K	2%	13
2022 Q4	$8.94M	Buy	+270,015	New	+$9.3M	2.31%	12

Other funds holding BAC

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fiduciary Alliance's BAC Position: Q3 2026 in Review

Fiduciary Alliance increased its Bank of America (BAC) stake by 11% in Q3 2026, buying an estimated $446K and bringing the position to 71,286 shares worth $3.88M. The position accounts for 0.29% of the portfolio, ranked #88.

Fiduciary Alliance first reported a position in BAC in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.94M in Q4 2022. 931 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Fiduciary Alliance held 71,286 shares of Bank of America worth $3.88M as of Q3 2026.
Fiduciary Alliance bought 7,328 Bank of America shares in Q3 2026, an estimated $446K.
Bank of America made up 0.29% of Fiduciary Alliance's portfolio in Q3 2026, its #88 holding.
Fiduciary Alliance first reported a position in Bank of America in Q4 2022 and has held it in 13 quarters since.
Fiduciary Alliance's Bank of America position peaked at $8.94M in Q4 2022.
931 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.