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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
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

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

Fiduciary Alliance's BAC Position: Q2 2026 in Review

Fiduciary Alliance reduced its Bank of America (BAC) stake by 3.6% in Q2 2026, selling an estimated $126K and leaving 63,958 shares worth $3.64M. The position accounts for 0.25% of the portfolio, ranked #105.

Fiduciary Alliance first reported a position in BAC in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.94M in Q4 2022. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fiduciary Alliance held 63,958 shares of Bank of America worth $3.64M as of Q2 2026.
  • Fiduciary Alliance sold 2,372 Bank of America shares in Q2 2026, an estimated $126K.
  • Bank of America made up 0.25% of Fiduciary Alliance's portfolio in Q2 2026, its #105 holding.
  • Fiduciary Alliance first reported a position in Bank of America in Q4 2022 and has held it in 12 quarters since.
  • Fiduciary Alliance's Bank of America position peaked at $8.94M in Q4 2022.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.