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 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 $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning's BAC Position: Q1 2026 in Review

Fiduciary Planning increased its Bank of America (BAC) stake by 0.01% in Q1 2026, buying an estimated $52 and bringing the position to 8,136 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #54.

Fiduciary Planning first reported a position in BAC in Q4 2019 and has held it in 11 quarters since. The position peaked at $483K in Q2 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Fiduciary Planning held 8,136 shares of Bank of America worth $397K as of Q1 2026.
Fiduciary Planning bought 1 Bank of America share in Q1 2026, an estimated $52.
Bank of America made up 0.12% of Fiduciary Planning's portfolio in Q1 2026, its #54 holding.
Fiduciary Planning first reported a position in Bank of America in Q4 2019 and has held it in 11 quarters since.
Fiduciary Planning's Bank of America position peaked at $483K in Q2 2025.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.