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FMA Wealth Management’s Bank of America BAC Stock Holding History

FMA Wealth Management’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 		$224K Buy
+3,932
New +$209K 0.14% 38
2026
Q1 		– Sell
-3,932
Closed -$216K – 40
2025
Q4 		$216K Hold
3,932
– – 0.14% 43
2025
Q3 		$203K Buy
+3,932
New +$192K 0.14% 43

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FMA Wealth Management's BAC Position: Q2 2026 in Review

FMA Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 3,932 shares worth $224K. The stake represents 0.14% of the portfolio and ranks #38 among its holdings. This is a return to the name: FMA Wealth Management previously reported a position in BAC as recently as Q4 2025.

FMA Wealth Management first reported a position in BAC in Q3 2025 and has held it in 3 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • FMA Wealth Management held 3,932 shares of Bank of America worth $224K as of Q2 2026.
  • Bank of America was a new FMA Wealth Management position in Q2 2026.
  • Bank of America made up 0.14% of FMA Wealth Management's portfolio in Q2 2026, its #38 holding.
  • FMA Wealth Management first reported a position in Bank of America in Q3 2025 and has held it in 3 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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