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 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 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

Fiduciary Alliance's BAC Position: Q1 2026 in Review

Fiduciary Alliance reduced its Bank of America (BAC) stake by 32% in Q1 2026, selling an estimated $1.61M and leaving 66,330 shares worth $3.6M. The position accounts for 0.22% of the portfolio, ranked #113.

Fiduciary Alliance first reported a position in BAC in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.94M in Q4 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Fiduciary Alliance held 66,330 shares of Bank of America worth $3.6M as of Q1 2026.
Fiduciary Alliance sold 31,264 Bank of America shares in Q1 2026, an estimated $1.61M.
Bank of America made up 0.22% of Fiduciary Alliance's portfolio in Q1 2026, its #113 holding.
Fiduciary Alliance first reported a position in Bank of America in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's Bank of America position peaked at $8.94M in Q4 2022.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.