Fiduciary Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.31M | Buy |
108,975
+1,436
| +1% | +$74.1K | 0.45% | 59 |
|
|
2025
Q4 | $5.91M | Buy |
107,539
+1,029
| +1% | +$54.4K | 0.5% | 52 |
|
|
2025
Q3 | $5.49M | Buy |
106,510
+2,058
| +2% | +$100K | 0.48% | 55 |
|
|
2025
Q2 | $4.94M | Buy |
104,452
+505
| +0.5% | +$21.2K | 0.47% | 55 |
|
|
2025
Q1 | $4.34M | Sell |
103,947
-1,297
| -1% | -$57.8K | 0.43% | 60 |
|
|
2024
Q4 | $4.63M | Sell |
105,244
-1,588
| -1% | -$69.9K | 0.46% | 56 |
|
|
2024
Q3 | $4.24M | Sell |
106,832
-2,585
| -2% | -$104K | 0.43% | 61 |
|
|
2024
Q2 | $4.35M | Sell |
109,417
-70
| -0.1% | -$2.68K | 0.47% | 58 |
|
|
2024
Q1 | $4.15M | Sell |
109,487
-993
| -0.9% | -$34.1K | 0.45% | 59 |
|
|
2023
Q4 | $3.72M | Sell |
110,480
-11,644
| -10% | -$339K | 0.44% | 64 |
|
|
2023
Q3 | $3.34M | Sell |
122,124
-1,364
| -1% | -$40.4K | 0.43% | 64 |
|
|
2023
Q2 | $3.54M | Sell |
123,488
-740
| -0.6% | -$21.1K | 0.44% | 60 |
|
|
2023
Q1 | $3.55M | Buy |
124,228
+2,200
| +2% | +$72.6K | 0.46% | 60 |
|
|
2022
Q4 | $4.04M | Sell |
122,028
-16,132
| -12% | -$556K | 0.54% | 50 |
|
|
2022
Q3 | $5.27M | Buy |
138,160
+271
| +0.2% | +$9.06K | 0.68% | 44 |
|
|
2022
Q2 | $4.95M | Buy |
137,889
+820
| +0.6% | +$29.5K | 0.62% | 47 |
|
|
2022
Q1 | $4.88M | Buy |
137,069
+7,118
| +5% | +$321K | 0.64% | 43 |
|
|
2021
Q4 | $5.78M | Buy |
129,951
+3,366
| +3% | +$153K | 0.64% | 47 |
|
|
2021
Q3 | $6.07M | Buy |
126,585
+1,406
| +1% | +$56.6K | 0.69% | 46 |
|
|
2021
Q2 | $4.79M | Buy |
125,179
+13,025
| +12% | +$534K | 0.55% | 50 |
|
|
2021
Q1 | $4.55M | Buy |
112,154
+5,413
| +5% | +$187K | 0.55% | 52 |
|
|
2020
Q4 | $3.51M | Sell |
106,741
-1,340
| -1% | -$35.9K | 0.46% | 53 |
|
|
2020
Q3 | $2.6M | Buy |
108,081
+2,615
| +2% | +$65.1K | 0.39% | 56 |
|
|
2020
Q2 | $2.5M | Sell |
105,466
-21,354
| -17% | -$505K | 0.42% | 50 |
|
|
2020
Q1 | $2.69M | Buy |
126,820
+18,092
| +17% | +$542K | 0.53% | 43 |
|
|
2019
Q4 | $3.83M | Sell |
108,728
-19,695
| -15% | -$637K | 0.61% | 44 |
|
|
2019
Q3 | $3.75M | Sell |
128,423
-20,734
| -14% | -$596K | 0.66% | 45 |
|
|
2019
Q2 | $4.33M | Buy |
149,157
+589
| +0.4% | +$17K | 0.78% | 41 |
|
|
2019
Q1 | $4.1M | Buy |
148,568
+6,008
| +4% | +$170K | 0.76% | 42 |
|
|
2018
Q4 | $3.51M | Sell |
142,560
-1,585
| -1% | -$43K | 0.73% | 45 |
|
|
2018
Q3 | $4.25M | Buy |
144,145
+398
| +0.3% | +$12.1K | 0.83% | 41 |
|
|
2018
Q2 | $4.05M | Sell |
143,747
-1,283
| -0.9% | -$38.3K | 0.86% | 40 |
|
|
2018
Q1 | $4.35M | Buy |
145,030
+177
| +0.1% | +$5.56K | 0.94% | 38 |
|
|
2017
Q4 | $4.28M | Sell |
144,853
-885
| -0.6% | -$24.4K | 0.91% | 37 |
|
|
2017
Q3 | $3.69M | Sell |
145,738
-14,228
| -9% | -$345K | 0.83% | 43 |
|
|
2017
Q2 | $3.88M | Buy |
159,966
+1
| +0% | +$23 | 0.9% | 40 |
|
|
2017
Q1 | $3.77M | Sell |
159,965
-3,673
| -2% | -$87.2K | 0.89% | 39 |
|
|
2016
Q4 | $3.62M | Sell |
163,638
-5,562
| -3% | -$107K | 0.94% | 38 |
|
|
2016
Q3 | $2.65M | Sell |
169,200
-50,512
| -23% | -$752K | 0.72% | 47 |
|
|
2016
Q2 | $2.92M | Buy |
219,712
+5,947
| +3% | +$83.5K | 0.81% | 44 |
|
|
2016
Q1 | $2.89M | Buy |
213,765
+10,781
| +5% | +$146K | 0.84% | 44 |
|
|
2015
Q4 | $3.42M | Sell |
202,984
-2,307
| -1% | -$39K | 1.02% | 36 |
|
|
2015
Q3 | $3.2M | Buy |
205,291
+7,542
| +4% | +$127K | 1.06% | 30 |
|
|
2015
Q2 | $3.37M | Buy |
+197,749
| New | +$3.26M | 1.06% | 30 |
|
Other funds holding BAC
VCM
VPM
Fiduciary Group's BAC Position: Q1 2026 in Review
Fiduciary Group increased its Bank of America (BAC) stake by 1.3% in Q1 2026, buying an estimated $74.1K and bringing the position to 108,975 shares worth $5.31M. The position accounts for 0.45% of the portfolio, ranked #59.
Fiduciary Group first reported a position in BAC in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.07M in Q3 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Fiduciary Group held 108,975 shares of Bank of America worth $5.31M as of Q1 2026.
- Fiduciary Group bought 1,436 Bank of America shares in Q1 2026, an estimated $74.1K.
- Bank of America made up 0.45% of Fiduciary Group's portfolio in Q1 2026, its #59 holding.
- Fiduciary Group first reported a position in Bank of America in Q2 2015 and has held it in 44 quarters since.
- Fiduciary Group's Bank of America position peaked at $6.07M in Q3 2021.
- 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.