Fiduciary Planning’s Bank of America BAC Stock Holding History

Fiduciary Planning’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	$464K	Hold	8,136	–	–	0.12%	53
2026 Q1	$397K	Buy	8,136 +1	+0%	+$52	0.12%	54
2025 Q4	$447K	Sell	8,135 -14	-0.2%	-$740	0.14%	52
2025 Q3	$420K	Sell	8,149 -2,052	-20%	-$100K	0.13%	54
2025 Q2	$483K	Hold	10,201	–	–	0.16%	51
2025 Q1	$426K	Buy	10,201 +1	+0%	+$45	0.14%	53
2024 Q4	$448K	Buy	+10,200	New	+$449K	0.15%	53
2021 Q4	–	Sell	-7,426	Closed	-$315K	–	50
2021 Q3	$315K	Buy	+7,426	New	+$299K	0.17%	55
2021 Q2	–	Sell	-1,105	Closed	-$43K	–	73
2021 Q1	$43K	Buy	1,105 +3	+0.3%	+$104	0.07%	82
2020 Q4	$33K	Buy	1,102 +4	+0.4%	+$107	0.05%	95
2020 Q3	$26K	Buy	+1,098	New	+$27.3K	0.04%	82
2020 Q1	–	Sell	-7,095	Closed	-$236K	–	40
2019 Q4	$236K	Buy	+7,095	New	+$229K	0.22%	53

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 Planning's BAC Position: Q2 2026 in Review

Fiduciary Planning held its Bank of America (BAC) position steady in Q2 2026 at 8,136 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #53.

Fiduciary Planning first reported a position in BAC in Q4 2019 and has held it in 12 quarters since. The position peaked at $483K in Q2 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Fiduciary Planning held 8,136 shares of Bank of America worth $464K as of Q2 2026.
Fiduciary Planning left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.12% of Fiduciary Planning's portfolio in Q2 2026, its #53 holding.
Fiduciary Planning first reported a position in Bank of America in Q4 2019 and has held it in 12 quarters since.
Fiduciary Planning's Bank of America position peaked at $483K in Q2 2025.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.