FAG
BAC icon

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
Q3 		$809K Buy
14,870
+491
+3% +$29.9K 0.31% 67
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fortitude Advisory Group's BAC Position: Q3 2026 in Review

Fortitude Advisory Group increased its Bank of America (BAC) stake by 3.4% in Q3 2026, buying an estimated $29.9K and bringing the position to 14,870 shares worth $809K. The position accounts for 0.31% of the portfolio, ranked #67.

Fortitude Advisory Group first reported a position in BAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q1 2022. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Fortitude Advisory Group held 14,870 shares of Bank of America worth $809K as of Q3 2026.
  • Fortitude Advisory Group bought 491 Bank of America shares in Q3 2026, an estimated $29.9K.
  • Bank of America made up 0.31% of Fortitude Advisory Group's portfolio in Q3 2026, its #67 holding.
  • Fortitude Advisory Group first reported a position in Bank of America in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's Bank of America position peaked at $1.01M in Q1 2022.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.