FORA Capital’s Bank of America BAC Stock Holding History

FORA Capital’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	$9.38M	Buy	164,671 +138,750	+535%	+$7.38M	0.64%	54
2026 Q1	$1.26M	Buy	+25,921	New	+$1.34M	0.09%	211
2025 Q4	–	Sell	-53,360	Closed	-$2.75M	–	442
2025 Q3	$2.75M	Buy	+53,360	New	+$2.6M	0.49%	43
2022 Q3	–	Sell	-72,977	Closed	-$2.27M	–	414
2022 Q2	$2.27M	Buy	+72,977	New	+$2.63M	0.45%	59
2021 Q1	–	Sell	-58,388	Closed	-$1.77M	–	778
2020 Q4	$1.77M	Buy	+58,388	New	+$1.56M	0.27%	83

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

FORA Capital's BAC Position: Q2 2026 in Review

FORA Capital increased its Bank of America (BAC) stake by 535% in Q2 2026, buying an estimated $7.38M and bringing the position to 164,671 shares worth $9.38M. The position accounts for 0.64% of the portfolio, ranked #54.

FORA Capital first reported a position in BAC in Q4 2020 and has held it in 5 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

FORA Capital held 164,671 shares of Bank of America worth $9.38M as of Q2 2026.
FORA Capital bought 138,750 Bank of America shares in Q2 2026, an estimated $7.38M.
Bank of America made up 0.64% of FORA Capital's portfolio in Q2 2026, its #54 holding.
FORA Capital first reported a position in Bank of America in Q4 2020 and has held it in 5 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.