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Fiduciary Family Office’s Bank of America BAC Stock Holding History

Fiduciary Family Office’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 		$2.91M Buy
50,989
+4,708
+10% +$250K 0.73% 26
2026
Q1 		$2.26M Buy
46,281
+9,352
+25% +$483K 0.64% 28
2025
Q4 		$2.03M Buy
36,929
+402
+1% +$21.3K 0.58% 33
2025
Q3 		$1.88M Sell
36,527
-2,143
-6% -$105K 0.54% 34
2025
Q2 		$1.83M Buy
38,670
+3,101
+9% +$130K 0.6% 28
2025
Q1 		$1.48M Buy
+35,569
New +$1.58M 0.49% 37
2024
Q4 		– Sell
-38,874
Closed -$1.54M – 96
2024
Q3 		$1.54M Sell
38,874
-417
-1% -$16.7K 0.51% 41
2024
Q2 		$1.56M Sell
39,291
-3,371
-8% -$129K 0.62% 34
2024
Q1 		$1.62M Buy
42,662
+401
+0.9% +$13.8K 0.63% 38
2023
Q4 		$1.42M Buy
+42,261
New +$1.23M 0.62% 30

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 Family Office's BAC Position: Q2 2026 in Review

Fiduciary Family Office increased its Bank of America (BAC) stake by 10% in Q2 2026, buying an estimated $250K and bringing the position to 50,989 shares worth $2.91M. The position accounts for 0.73% of the portfolio, ranked #26.

Fiduciary Family Office first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fiduciary Family Office held 50,989 shares of Bank of America worth $2.91M as of Q2 2026.
  • Fiduciary Family Office bought 4,708 Bank of America shares in Q2 2026, an estimated $250K.
  • Bank of America made up 0.73% of Fiduciary Family Office's portfolio in Q2 2026, its #26 holding.
  • Fiduciary Family Office first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.