First Business Financial Services’s Bank of America BAC Stock Holding History

First Business Financial Services’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	$4.56M	Buy	80,030 +2,380	+3%	+$127K	0.35%	30
2026 Q1	$3.79M	Buy	77,650 +6,359	+9%	+$328K	0.34%	34
2025 Q4	$3.92M	Buy	71,291 +1,643	+2%	+$86.8K	0.36%	30
2025 Q3	$3.59M	Sell	69,648 -1,895	-3%	-$92.4K	0.33%	32
2025 Q2	$3.39M	Buy	71,543 +5,578	+8%	+$235K	0.31%	34
2025 Q1	$2.75M	Buy	65,965 +5,018	+8%	+$224K	0.27%	40
2024 Q4	$2.68M	Buy	60,947 +1,715	+3%	+$75.5K	0.26%	36
2024 Q3	$2.35M	Buy	59,232 +3,084	+5%	+$124K	0.24%	41
2024 Q2	$2.23M	Buy	56,148 +1,782	+3%	+$68.3K	0.24%	37
2024 Q1	$2.06M	Buy	54,366 +140	+0.3%	+$4.81K	0.22%	42
2023 Q4	$1.83M	Sell	54,226 -2,651	-5%	-$77.2K	0.21%	44
2023 Q3	$1.56M	Buy	56,877 +1,172	+2%	+$34.7K	0.2%	55
2023 Q2	$1.6M	Buy	55,705 +357	+0.6%	+$10.2K	0.2%	51
2023 Q1	$1.58M	Buy	55,348 +2,769	+5%	+$91.4K	0.2%	45
2022 Q4	$1.74M	Buy	52,579 +11,890	+29%	+$410K	0.23%	37
2022 Q3	$1.59M	Sell	40,689 -25,303	-38%	-$846K	0.23%	38
2022 Q2	$2.05M	Buy	65,992 +50,589	+328%	+$1.82M	0.28%	23
2022 Q1	$635K	Hold	15,403	–	–	0.07%	90
2021 Q4	$685K	Hold	15,403	–	–	0.07%	97
2021 Q3	$654K	Buy	15,403 +1,478	+11%	+$59.5K	0.07%	94
2021 Q2	$574K	Buy	13,925 +2,495	+22%	+$102K	0.07%	95
2021 Q1	$442K	Buy	11,430 +650	+6%	+$22.4K	0.06%	98
2020 Q4	$327K	Hold	10,780	–	–	0.05%	104
2020 Q3	$260K	Hold	10,780	–	–	0.04%	111
2020 Q2	$256K	Buy	+10,780	New	+$255K	0.05%	106
2020 Q1	–	Sell	-13,915	Closed	-$490K	–	118
2019 Q4	$490K	Hold	13,915	–	–	0.08%	77
2019 Q3	$406K	Sell	13,915 -200	-1%	-$5.75K	0.07%	85
2019 Q2	$409K	Sell	14,115 -1,700	-11%	-$49K	0.07%	83
2019 Q1	$436K	Sell	15,815 -685	-4%	-$19.4K	0.08%	74
2018 Q4	$407K	Buy	+16,500	New	+$448K	0.07%	101

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

First Business Financial Services's BAC Position: Q2 2026 in Review

First Business Financial Services increased its Bank of America (BAC) stake by 3.1% in Q2 2026, buying an estimated $127K and bringing the position to 80,030 shares worth $4.56M. The position accounts for 0.35% of the portfolio, ranked #30.

First Business Financial Services first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

First Business Financial Services held 80,030 shares of Bank of America worth $4.56M as of Q2 2026.
First Business Financial Services bought 2,380 Bank of America shares in Q2 2026, an estimated $127K.
Bank of America made up 0.35% of First Business Financial Services's portfolio in Q2 2026, its #30 holding.
First Business Financial Services first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.