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

Fortis Group 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	$52.1K	Hold	914	–	–	0.01%	302
2026 Q1	$44.5K	Hold	914	–	–	0.01%	306
2025 Q4	$50.3K	Hold	914	–	–	0.01%	300
2025 Q3	$47.1K	Hold	914	–	–	0.01%	257
2025 Q2	$43.2K	Hold	914	–	–	0.01%	249
2025 Q1	$38.1K	Hold	914	–	–	0.01%	227
2024 Q4	$40.2K	Hold	914	–	–	0.01%	223
2024 Q3	$36.3K	Hold	914	–	–	0.01%	221
2024 Q2	$36.3K	Hold	914	–	–	0.01%	218
2024 Q1	$34.7K	Sell	914 -914	-50%	-$31.4K	0.01%	238
2023 Q4	$61.5K	Buy	1,828 +914	+100%	+$26.6K	0.02%	164
2023 Q3	$25K	Buy	+914	New	+$27K	0.01%	169
2020 Q3	$20K	Buy	+840	New	+$20.9K	﹤0.01%	245

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

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

Fortis Group Advisors held its Bank of America (BAC) position steady in Q2 2026 at 914 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #302.

Fortis Group Advisors first reported a position in BAC in Q3 2020 and has held it in 13 quarters since. The position peaked at $61.5K in Q4 2023. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Fortis Group Advisors held 914 shares of Bank of America worth $52.1K as of Q2 2026.
Fortis Group Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #302 holding.
Fortis Group Advisors first reported a position in Bank of America in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Bank of America position peaked at $61.5K in Q4 2023.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.