Fiduciary Group’s Bank of America BAC Stock Holding History

Fiduciary 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
2019 Q1	–	Sell	-10,000	Closed	-$17K	–	183
2018 Q4	$17K	Buy	+10,000	New	+$271K	﹤0.01%	173

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Group's BAC Position: Q2 2026 in Review

Fiduciary Group reduced its Bank of America (BAC) stake by 0.33% in Q2 2026, selling an estimated $19.1K and leaving 108,615 shares worth $6.19M. The position accounts for 0.49% of the portfolio, ranked #52.

Fiduciary Group first reported a position in BAC in Q2 2015 and has held it in 45 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Fiduciary Group held 108,615 shares of Bank of America worth $6.19M as of Q2 2026.
Fiduciary Group sold 360 Bank of America shares in Q2 2026, an estimated $19.1K.
Bank of America made up 0.49% of Fiduciary Group's portfolio in Q2 2026, its #52 holding.
Fiduciary Group first reported a position in Bank of America in Q2 2015 and has held it in 45 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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