Fiduciary Financial Group’s Bank of America BAC Stock Holding History

Fiduciary Financial Group’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	$904K	Buy	15,858 +1,436	+10%	+$76.4K	0.1%	127
2026 Q1	$703K	Sell	14,422 -581	-4%	-$30K	0.09%	137
2025 Q4	$825K	Buy	15,003 +709	+5%	+$37.5K	0.12%	117
2025 Q3	$737K	Buy	14,294 +390	+3%	+$19K	0.12%	115
2025 Q2	$669K	Sell	13,904 -6,930	-33%	-$292K	0.12%	112
2025 Q1	$747K	Buy	20,834 +2,563	+14%	+$114K	0.16%	91
2024 Q4	$824K	Sell	18,271 -1,187	-6%	-$52.2K	0.18%	79
2024 Q3	$777K	Buy	19,458 +112	+0.6%	+$4.49K	0.18%	75
2024 Q2	$854K	Buy	+19,346	New	+$741K	0.21%	69

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fiduciary Financial Group's BAC Position: Q2 2026 in Review

Fiduciary Financial Group increased its Bank of America (BAC) stake by 10% in Q2 2026, buying an estimated $76.4K and bringing the position to 15,858 shares worth $904K. The position accounts for 0.1% of the portfolio, ranked #127.

Fiduciary Financial Group first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. 1,712 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Fiduciary Financial Group held 15,858 shares of Bank of America worth $904K as of Q2 2026.
Fiduciary Financial Group bought 1,436 Bank of America shares in Q2 2026, an estimated $76.4K.
Bank of America made up 0.1% of Fiduciary Financial Group's portfolio in Q2 2026, its #127 holding.
Fiduciary Financial Group first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
1,712 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.