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Forum Financial Management’s Bank of America BAC Stock Holding History

Forum Financial Management’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 		$765K Sell
13,417
-687
-5% -$36.5K 0.01% 163
2026
Q1 		$688K Sell
14,104
-107,804
-88% -$5.56M 0.01% 164
2025
Q4 		$6.7M Sell
121,908
-311
-0.3% -$16.4K 0.09% 51
2025
Q3 		$6.31M Buy
122,219
+11,595
+10% +$566K 0.09% 52
2025
Q2 		$5.23M Buy
110,624
+6,117
+6% +$257K 0.08% 52
2025
Q1 		$4.36M Buy
+104,507
New +$4.66M 0.07% 61
2024
Q4 		– Sell
-93,580
Closed -$3.71M – 929
2024
Q3 		$3.71M Sell
93,580
-1,302
-1% -$52.2K 0.06% 59
2024
Q2 		$3.77M Buy
94,882
+1,072
+1% +$41.1K 0.07% 53
2024
Q1 		$3.56M Buy
93,810
+731
+0.8% +$25.1K 0.06% 70
2023
Q4 		$3.13M Sell
93,079
-2,818
-3% -$82K 0.06% 67
2023
Q3 		$2.63M Buy
95,897
+185
+0.2% +$5.47K 0.06% 66
2023
Q2 		$2.75M Buy
95,712
+4,163
+5% +$119K 0.06% 63
2023
Q1 		$2.62M Buy
91,549
+3,210
+4% +$106K 0.08% 63
2022
Q4 		$2.93M Buy
88,339
+1,114
+1% +$38.4K 0.1% 52
2022
Q3 		$2.63M Sell
87,225
-11,071
-11% -$370K 0.13% 48
2022
Q2 		$3.06M Sell
98,296
-144
-0.1% -$5.18K 0.15% 42
2022
Q1 		$4.06M Buy
98,440
+3,208
+3% +$145K 0.2% 33
2021
Q4 		$4.24M Buy
+95,232
New +$4.34M 0.22% 28

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

Forum Financial Management's BAC Position: Q2 2026 in Review

Forum Financial Management reduced its Bank of America (BAC) stake by 4.9% in Q2 2026, selling an estimated $36.5K and leaving 13,417 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #163.

Forum Financial Management first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.7M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Forum Financial Management held 13,417 shares of Bank of America worth $765K as of Q2 2026.
  • Forum Financial Management sold 687 Bank of America shares in Q2 2026, an estimated $36.5K.
  • Bank of America made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #163 holding.
  • Forum Financial Management first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Bank of America position peaked at $6.7M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.