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Financial Management Professionals’s Bank of America BAC Stock Holding History

Financial Management Professionals’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 		$727K Buy
12,767
+700
+6% +$37.2K 0.07% 87
2026
Q1 		$588K Buy
12,067
+5
+0% +$258 0.07% 91
2025
Q4 		$663K Buy
12,062
+725
+6% +$38.3K 0.07% 87
2025
Q3 		$585K Buy
11,337
+152
+1% +$7.42K 0.06% 93
2025
Q2 		$529K Sell
11,185
-299
-3% -$12.6K 0.06% 93
2025
Q1 		$479K Buy
11,484
+73
+0.6% +$3.25K 0.06% 93
2024
Q4 		$502K Buy
11,411
+805
+8% +$35.4K 0.06% 91
2024
Q3 		$421K Sell
10,606
-1,829
-15% -$73.3K 0.05% 101
2024
Q2 		$495K Sell
12,435
-1,581
-11% -$60.6K 0.07% 82
2024
Q1 		$531K Buy
14,016
+2,939
+27% +$101K 0.08% 84
2023
Q4 		$373K Sell
11,077
-3,901
-26% -$114K 0.06% 84
2023
Q3 		$410K Sell
14,978
-225
-1% -$6.66K 0.07% 78
2023
Q2 		$436K Buy
15,203
+91
+0.6% +$2.6K 0.07% 79
2023
Q1 		$432K Sell
15,112
-64
-0.4% -$2.11K 0.08% 76
2022
Q4 		$503K Buy
15,176
+1,394
+10% +$48K 0.1% 61
2022
Q3 		$416K Buy
13,782
+95
+0.7% +$3.18K 0.1% 58
2022
Q2 		$426K Buy
13,687
+824
+6% +$29.7K 0.1% 59
2022
Q1 		$530K Buy
12,863
+3,130
+32% +$141K 0.11% 57
2021
Q4 		$433K Sell
9,733
-80
-0.8% -$3.65K 0.09% 64
2021
Q3 		$417K Buy
9,813
+878
+10% +$35.4K 0.1% 56
2021
Q2 		$368K Buy
8,935
+672
+8% +$27.5K 0.09% 56
2021
Q1 		$320K Buy
8,263
+1,494
+22% +$51.6K 0.09% 59
2020
Q4 		$205K Buy
6,769
+104
+2% +$2.79K 0.06% 70
2020
Q3 		$161K Buy
6,665
+1,953
+41% +$48.6K 0.06% 72
2020
Q2 		$112K Buy
4,712
+1,910
+68% +$45.1K 0.04% 88
2020
Q1 		$59K Hold
2,802
– – 0.03% 80
2019
Q4 		$99K Sell
2,802
-306
-10% -$9.89K 0.03% 69
2019
Q3 		$91K Buy
3,108
+2
+0.1% +$58 0.03% 69
2019
Q2 		$90K Buy
3,106
+1
+0% +$29 0.03% 68
2019
Q1 		$86K Hold
3,105
– – 0.03% 65
2018
Q4 		$77K Buy
3,105
+2
+0.1% +$54 0.05% 61
2018
Q3 		$91K Buy
3,103
+101
+3% +$3.08K 0.04% 65
2018
Q2 		$85K Buy
3,002
+200
+7% +$5.97K 0.03% 66
2018
Q1 		$84K Sell
2,802
-52
-2% -$1.63K 0.04% 64
2017
Q4 		$84K Hold
2,854
– – 0.04% 58
2017
Q3 		$72K Hold
2,854
– – 0.03% 66
2017
Q2 		$69K Hold
2,854
– – 0.03% 74
2017
Q1 		$67K Hold
2,854
– – 0.03% 72
2016
Q4 		$63K Hold
2,854
– – 0.03% 83
2016
Q3 		$44K Sell
2,854
-212
-7% -$3.16K 0.02% 104
2016
Q2 		$39K Buy
3,066
+212
+7% +$2.98K 0.02% 100
2016
Q1 		$39K Hold
2,854
– – 0.02% 81
2015
Q4 		$48K Hold
2,854
– – 0.02% 75
2015
Q3 		$44K Hold
2,854
– – 0.03% 88
2015
Q2 		$48K Hold
2,854
– – 0.02% 87
2015
Q1 		$44K Hold
2,854
– – 0.02% 91
2014
Q4 		$51K Sell
2,854
-900
-24% -$15.4K 0.03% 94
2014
Q3 		$64K Buy
3,754
+900
+32% +$14.3K 0.04% 75
2014
Q2 		$43K Sell
2,854
-67
-2% -$1.04K 0.03% 94
2014
Q1 		$50K Hold
2,921
– – 0.03% 87
2013
Q4 		$45K Buy
2,921
+67
+2% +$994 0.03% 89
2013
Q3 		$39K Hold
2,854
– – 0.02% 101
2013
Q2 		$37K Buy
+2,854
New +$36.4K 0.03% 98

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Management Professionals's BAC Position: Q2 2026 in Review

Financial Management Professionals increased its Bank of America (BAC) stake by 5.8% in Q2 2026, buying an estimated $37.2K and bringing the position to 12,767 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #87.

Financial Management Professionals first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Financial Management Professionals held 12,767 shares of Bank of America worth $727K as of Q2 2026.
  • Financial Management Professionals bought 700 Bank of America shares in Q2 2026, an estimated $37.2K.
  • Bank of America made up 0.07% of Financial Management Professionals's portfolio in Q2 2026, its #87 holding.
  • Financial Management Professionals first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.