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Fortress Private Ledger’s Bank of America BAC Stock Holding History

Fortress Private Ledger’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 		$1.39M Buy
24,385
+489
+2% +$26K 0.38% 65
2026
Q1 		$1.16M Sell
23,896
-552
-2% -$28.5K 0.36% 62
2025
Q4 		$1.34M Buy
24,448
+853
+4% +$45.1K 0.44% 48
2025
Q3 		$1.22M Buy
23,595
+10,961
+87% +$535K 0.44% 50
2025
Q2 		$598K Buy
12,634
+5,204
+70% +$219K 0.27% 75
2025
Q1 		$310K Sell
7,430
-438
-6% -$19.5K 0.17% 122
2024
Q4 		$346K Buy
+7,868
New +$346K 0.21% 90

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

Fortress Private Ledger's BAC Position: Q2 2026 in Review

Fortress Private Ledger increased its Bank of America (BAC) stake by 2% in Q2 2026, buying an estimated $26K and bringing the position to 24,385 shares worth $1.39M. The position accounts for 0.38% of the portfolio, ranked #65.

Fortress Private Ledger first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fortress Private Ledger held 24,385 shares of Bank of America worth $1.39M as of Q2 2026.
  • Fortress Private Ledger bought 489 Bank of America shares in Q2 2026, an estimated $26K.
  • Bank of America made up 0.38% of Fortress Private Ledger's portfolio in Q2 2026, its #65 holding.
  • Fortress Private Ledger first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.