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Fiduciary Wealth Partners’s Bank of America BAC Stock Holding History

Fiduciary Wealth Partners’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 		– Sell
-6,243
Closed -$343K – 64
2025
Q4 		$343K Sell
6,243
-245
-4% -$13K 0.14% 64
2025
Q3 		$335K Buy
+6,488
New +$317K 0.14% 65

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Wealth Partners's BAC Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 6,243 shares — an estimated $343K sold.

Fiduciary Wealth Partners first reported a position in BAC in Q3 2025 and held it in 2 quarters. The position peaked at $343K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 6,243 Bank of America shares in Q1 2026, an estimated $343K.
  • Fiduciary Wealth Partners first reported a position in Bank of America in Q3 2025 and held it in 2 quarters.
  • Fiduciary Wealth Partners's Bank of America position peaked at $343K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.