FSA
BAC icon

Financial Security Advisor’s Bank of America BAC Stock Holding History

Financial Security Advisor’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 		$529K Buy
9,290
+686
+8% +$36.5K 0.09% 94
2026
Q1 		$419K Sell
8,604
-511
-6% -$26.4K 0.08% 99
2025
Q4 		$501K Buy
9,115
+108
+1% +$5.71K 0.1% 83
2025
Q3 		$465K Sell
9,007
-366
-4% -$17.9K 0.1% 81
2025
Q2 		$444K Buy
9,373
+40
+0.4% +$1.68K 0.1% 78
2025
Q1 		$389K Buy
9,333
+9
+0.1% +$401 0.1% 77
2024
Q4 		$410K Buy
9,324
+20
+0.2% +$880 0.1% 71
2024
Q3 		$369K Buy
9,304
+96
+1% +$3.85K 0.09% 74
2024
Q2 		$366K Buy
9,208
+100
+1% +$3.83K 0.12% 71
2024
Q1 		$348K Sell
9,108
-61
-0.7% -$2.09K 0.12% 73
2023
Q4 		$309K Sell
9,169
-1,377
-13% -$40.1K 0.12% 76
2023
Q3 		$289K Buy
+10,546
New +$312K 0.13% 80

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 Security Advisor's BAC Position: Q2 2026 in Review

Financial Security Advisor increased its Bank of America (BAC) stake by 8% in Q2 2026, buying an estimated $36.5K and bringing the position to 9,290 shares worth $529K. The position accounts for 0.09% of the portfolio, ranked #94.

Financial Security Advisor first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Financial Security Advisor held 9,290 shares of Bank of America worth $529K as of Q2 2026.
  • Financial Security Advisor bought 686 Bank of America shares in Q2 2026, an estimated $36.5K.
  • Bank of America made up 0.09% of Financial Security Advisor's portfolio in Q2 2026, its #94 holding.
  • Financial Security Advisor first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.