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Fortress Financial Group’s Bank of America BAC Stock Holding History

Fortress Financial 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
Q1 		– Sell
-6,469
Closed -$356K – 89
2025
Q4 		$356K Buy
6,469
+29
+0.5% +$1.53K 0.26% 51
2025
Q3 		$332K Buy
6,440
+32
+0.5% +$1.56K 0.25% 58
2025
Q2 		$303K Buy
6,408
+223
+4% +$9.38K 0.26% 57
2025
Q1 		$258K Buy
6,185
+35
+0.6% +$1.56K 0.26% 56
2024
Q4 		$270K Buy
+6,150
New +$271K 0.27% 55

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortress Financial Group's BAC Position: Q1 2026 in Review

Fortress Financial Group sold out of Bank of America (BAC) in Q1 2026, closing a stake of 6,469 shares — an estimated $356K sold.

Fortress Financial Group first reported a position in BAC in Q4 2024 and held it in 5 quarters. The position peaked at $356K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fortress Financial Group reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Fortress Financial Group sold 6,469 Bank of America shares in Q1 2026, an estimated $356K.
  • Fortress Financial Group first reported a position in Bank of America in Q4 2024 and held it in 5 quarters.
  • Fortress Financial Group's Bank of America position peaked at $356K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.