FAM
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Formidable Asset Management’s Bank of America BAC Stock Holding History

Formidable Asset 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
2018
Q4 		– Sell
-300
Closed -$80K – 86
2018
Q3 		$80K Hold
300
– – 0.03% 105
2018
Q2 		$64K Buy
+300
New +$8.95K 0.03% 94
2017
Q4 		– Sell
-1,200
Closed -$38K – 118
2017
Q3 		$38K Hold
1,200
– – 0.02% 197
2017
Q2 		$288K Buy
+1,200
New +$28K 0.14% 123

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

Formidable Asset Management's BAC Position: Q2 2026 in Review

Formidable Asset Management reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $70.1K and leaving 40,572 shares worth $1.98M. The position accounts for 0.31% of the portfolio, ranked #64.

Formidable Asset Management first reported a position in BAC in Q3 2013 and has held it in 49 quarters since. The position peaked at $7.56M in Q4 2017. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Formidable Asset Management held 40,572 shares of Bank of America worth $1.98M as of Q2 2026.
  • Formidable Asset Management sold 1,319 Bank of America shares in Q2 2026, an estimated $70.1K.
  • Bank of America made up 0.31% of Formidable Asset Management's portfolio in Q2 2026, its #64 holding.
  • Formidable Asset Management first reported a position in Bank of America in Q3 2013 and has held it in 49 quarters since.
  • Formidable Asset Management's Bank of America position peaked at $7.56M in Q4 2017.
  • 739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.