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Fort Sheridan Advisors’s Bank of America BAC Stock Holding History

Fort Sheridan Advisors’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 		$2.86M Buy
50,199
+1
+0% +$53 0.31% 66
2026
Q1 		$2.45M Buy
50,198
+7,672
+18% +$396K 0.3% 67
2025
Q4 		$2.34M Buy
42,526
+1
+0% +$53 0.3% 58
2025
Q3 		$2.19M Sell
42,525
-896
-2% -$43.7K 0.29% 63
2025
Q2 		$2.05M Buy
43,421
+44
+0.1% +$1.85K 0.29% 66
2025
Q1 		$1.81M Buy
43,377
+2
+0% +$89 0.27% 67
2024
Q4 		$1.91M Buy
43,375
+2,752
+7% +$121K 0.28% 64
2024
Q3 		$1.61M Buy
40,623
+453
+1% +$18.2K 0.24% 72
2024
Q2 		$1.6M Buy
40,170
+2,201
+6% +$84.4K 0.26% 69
2024
Q1 		$1.44M Sell
37,969
-275
-0.7% -$9.44K 0.27% 69
2023
Q4 		$1.29M Buy
38,244
+594
+2% +$17.3K 0.26% 68
2023
Q3 		$1.03M Sell
37,650
-2,546
-6% -$75.3K 0.23% 73
2023
Q2 		$1.15M Hold
40,196
– – 0.26% 69
2023
Q1 		$1.15M Buy
40,196
+670
+2% +$22.1K 0.29% 63
2022
Q4 		$1.31M Buy
39,526
+303
+0.8% +$10.4K 0.43% 45
2022
Q3 		$1.19M Buy
39,223
+10,908
+39% +$365K 0.4% 50
2022
Q2 		$881K Buy
28,315
+9
+0% +$324 0.29% 61
2022
Q1 		$1.17M Sell
28,306
-223
-0.8% -$10.1K 0.34% 52
2021
Q4 		$1.27M Buy
28,529
+1,459
+5% +$66.5K 0.37% 50
2021
Q3 		$1.15M Buy
27,070
+2,141
+9% +$86.2K 0.38% 51
2021
Q2 		$1.03M Buy
24,929
+19,700
+377% +$808K 0.34% 52
2021
Q1 		$202K Buy
+5,229
New +$180K 0.08% 151

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

Fort Sheridan Advisors's BAC Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Bank of America (BAC) stake by 0% in Q2 2026, buying an estimated $53 and bringing the position to 50,199 shares worth $2.86M. The position accounts for 0.31% of the portfolio, ranked #66.

Fort Sheridan Advisors first reported a position in BAC in Q1 2021 and has held it in 22 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fort Sheridan Advisors held 50,199 shares of Bank of America worth $2.86M as of Q2 2026.
  • Fort Sheridan Advisors bought 1 Bank of America share in Q2 2026, an estimated $53.
  • Bank of America made up 0.31% of Fort Sheridan Advisors's portfolio in Q2 2026, its #66 holding.
  • Fort Sheridan Advisors first reported a position in Bank of America in Q1 2021 and has held it in 22 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.