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Fortis Capital Advisors’s Bank of America BAC Stock Holding History

Fortis Capital 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 		$622K Sell
10,918
-117
-1% -$6.22K 0.07% 220
2026
Q1 		$538K Buy
11,035
+772
+8% +$39.8K 0.07% 222
2025
Q4 		$564K Buy
10,263
+261
+3% +$13.8K 0.08% 188
2025
Q3 		$516K Buy
10,002
+1,658
+20% +$80.9K 0.08% 177
2025
Q2 		$395K Sell
8,344
-850
-9% -$35.8K 0.07% 182
2025
Q1 		$384K Buy
+9,194
New +$410K 0.08% 183
2023
Q2 		– Sell
-51
Closed -$1.46K – 152
2023
Q1 		$1.46K Hold
51
– – ﹤0.01% 586
2022
Q4 		$1.69K Buy
+51
New +$1.76K ﹤0.01% 585

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

Fortis Capital Advisors's BAC Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Bank of America (BAC) stake by 1.1% in Q2 2026, selling an estimated $6.22K and leaving 10,918 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #220.

Fortis Capital Advisors first reported a position in BAC in Q4 2022 and has held it in 8 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fortis Capital Advisors held 10,918 shares of Bank of America worth $622K as of Q2 2026.
  • Fortis Capital Advisors sold 117 Bank of America shares in Q2 2026, an estimated $6.22K.
  • Bank of America made up 0.07% of Fortis Capital Advisors's portfolio in Q2 2026, its #220 holding.
  • Fortis Capital Advisors first reported a position in Bank of America in Q4 2022 and has held it in 8 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.