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Fortitude Family Office’s Bank of America BAC Stock Holding History

Fortitude Family Office’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 		$423K Buy
7,431
+1,151
+18% +$61.2K 0.08% 100
2026
Q1 		$306K Sell
6,280
-14,704
-70% -$759K 0.07% 106
2025
Q4 		$1.15M Buy
20,984
+109
+0.5% +$5.76K 0.27% 69
2025
Q3 		$1.08M Hold
20,875
– – 0.29% 63
2025
Q2 		$988K Buy
20,875
+1,029
+5% +$43.3K 0.32% 56
2025
Q1 		$828K Sell
19,846
-3,290
-14% -$147K 0.29% 45
2024
Q4 		$1.02M Sell
23,136
-548
-2% -$24.1K 0.36% 44
2024
Q3 		$940K Buy
23,684
+4,156
+21% +$167K 0.37% 39
2024
Q2 		$777K Buy
19,528
+3,433
+21% +$132K 0.44% 36
2024
Q1 		$610K Hold
16,095
– – 0.41% 38
2023
Q4 		$542K Buy
+16,095
New +$469K 0.4% 40

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

Fortitude Family Office's BAC Position: Q2 2026 in Review

Fortitude Family Office increased its Bank of America (BAC) stake by 18% in Q2 2026, buying an estimated $61.2K and bringing the position to 7,431 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #100.

Fortitude Family Office first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fortitude Family Office held 7,431 shares of Bank of America worth $423K as of Q2 2026.
  • Fortitude Family Office bought 1,151 Bank of America shares in Q2 2026, an estimated $61.2K.
  • Bank of America made up 0.08% of Fortitude Family Office's portfolio in Q2 2026, its #100 holding.
  • Fortitude Family Office first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Bank of America position peaked at $1.15M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.