Fifth Third Wealth Advisors’s Bank of America BAC Stock Holding History

Fifth Third Wealth Advisors’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	$17.3M	Sell	303,779 -1,465	-0.5%	-$77.9K	0.48%	40
2026 Q1	$14.9M	Buy	305,244 +35,076	+13%	+$1.81M	0.5%	35
2025 Q4	$14.9M	Buy	270,168 +5,796	+2%	+$306K	0.52%	33
2025 Q3	$13.6M	Buy	264,372 +11,614	+5%	+$567K	0.5%	34
2025 Q2	$12M	Buy	252,758 +37,201	+17%	+$1.57M	0.5%	36
2025 Q1	$9M	Buy	215,557 +25,096	+13%	+$1.12M	0.47%	32
2024 Q4	$8.37M	Buy	190,461 +10,826	+6%	+$476K	0.45%	33
2024 Q3	$7.13M	Buy	179,635 +34,718	+24%	+$1.39M	0.44%	36
2024 Q2	$5.76M	Buy	144,917 +69,466	+92%	+$2.66M	0.44%	34
2024 Q1	$2.86M	Buy	75,451 +17,196	+30%	+$590K	0.45%	40
2023 Q4	$1.96M	Buy	58,255 +5,539	+11%	+$161K	0.64%	37
2023 Q3	$1.44M	Buy	52,716 +13,730	+35%	+$406K	0.58%	42
2023 Q2	$1.12M	Buy	38,986 +15,813	+68%	+$451K	0.72%	39
2023 Q1	$663K	Buy	+23,173	New	+$765K	1.23%	28

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

Fifth Third Wealth Advisors's BAC Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Bank of America (BAC) stake by 0.48% in Q2 2026, selling an estimated $77.9K and leaving 303,779 shares worth $17.3M. The position accounts for 0.48% of the portfolio, ranked #40.

Fifth Third Wealth Advisors first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Fifth Third Wealth Advisors held 303,779 shares of Bank of America worth $17.3M as of Q2 2026.
Fifth Third Wealth Advisors sold 1,465 Bank of America shares in Q2 2026, an estimated $77.9K.
Bank of America made up 0.48% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Fifth Third Wealth Advisors first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.