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Fortitude Advisory Group’s Bank of America BAC Stock Holding History

Fortitude Advisory Group’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 		$819K Sell
14,379
-561
-4% -$29.8K 0.31% 70
2026
Q1 		$728K Sell
14,940
-15
-0.1% -$774 0.33% 63
2025
Q4 		$823K Sell
14,955
-107
-0.7% -$5.66K 0.35% 46
2025
Q3 		$777K Buy
15,062
+221
+1% +$10.8K 0.42% 42
2025
Q2 		$702K Sell
14,841
-96
-0.6% -$4.04K 0.4% 46
2025
Q1 		$558K Sell
14,937
-829
-5% -$36.9K 0.4% 51
2024
Q4 		$693K Sell
15,766
-310
-2% -$13.6K 0.42% 44
2024
Q3 		$638K Sell
16,076
-978
-6% -$39.2K 0.4% 49
2024
Q2 		$678K Sell
17,054
-6,962
-29% -$267K 0.41% 45
2024
Q1 		$911K Sell
24,016
-103
-0.4% -$3.54K 0.51% 32
2023
Q4 		$812K Sell
24,119
-2,357
-9% -$68.6K 0.49% 37
2023
Q3 		$725K Sell
26,476
-499
-2% -$14.8K 0.49% 42
2023
Q2 		$774K Sell
26,975
-2,057
-7% -$58.7K 0.57% 37
2023
Q1 		$830K Buy
29,032
+2,209
+8% +$72.9K 0.64% 31
2022
Q4 		$888K Buy
26,823
+331
+1% +$11.4K 0.76% 24
2022
Q3 		$800K Sell
26,492
-282
-1% -$9.43K 0.76% 25
2022
Q2 		$833K Buy
26,774
+2,200
+9% +$79.2K 0.76% 27
2022
Q1 		$1.01M Buy
24,574
+3,107
+14% +$140K 0.54% 25
2021
Q4 		$955K Buy
+21,467
New +$978K 0.48% 33

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortitude Advisory Group's BAC Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Bank of America (BAC) stake by 3.8% in Q2 2026, selling an estimated $29.8K and leaving 14,379 shares worth $819K. The position accounts for 0.31% of the portfolio, ranked #70.

Fortitude Advisory Group first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2022. 1,411 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fortitude Advisory Group held 14,379 shares of Bank of America worth $819K as of Q2 2026.
  • Fortitude Advisory Group sold 561 Bank of America shares in Q2 2026, an estimated $29.8K.
  • Bank of America made up 0.31% of Fortitude Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Fortitude Advisory Group first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Bank of America position peaked at $1.01M in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.