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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
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 $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 Family Office's BAC Position: Q1 2026 in Review

Fiduciary Family Office increased its Bank of America (BAC) stake by 25% in Q1 2026, buying an estimated $483K and bringing the position to 46,281 shares worth $2.26M. The position accounts for 0.64% of the portfolio, ranked #28.

Fiduciary Family Office first reported a position in BAC in Q4 2023 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fiduciary Family Office held 46,281 shares of Bank of America worth $2.26M as of Q1 2026.
  • Fiduciary Family Office bought 9,352 Bank of America shares in Q1 2026, an estimated $483K.
  • Bank of America made up 0.64% of Fiduciary Family Office's portfolio in Q1 2026, its #28 holding.
  • Fiduciary Family Office first reported a position in Bank of America in Q4 2023 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.