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Founders Financial Alliance’s Bank of America BAC Stock Holding History

Founders Financial Alliance’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 		$1.76M Sell
30,916
-84
-0.3% -$4.47K 0.23% 96
2026
Q1 		$1.51M Sell
31,000
-302
-1% -$15.6K 0.27% 90
2025
Q4 		$1.72M Sell
31,302
-845
-3% -$44.7K 0.33% 72
2025
Q3 		$1.66M Buy
32,147
+834
+3% +$40.7K 0.31% 76
2025
Q2 		$1.48M Buy
31,313
+95
+0.3% +$4K 0.34% 69
2025
Q1 		$1.41M Sell
31,218
-467
-1% -$20.8K 0.34% 67
2024
Q4 		$1.39M Buy
31,685
+207
+0.7% +$9.11K 0.38% 56
2024
Q3 		$1.25M Sell
31,478
-147
-0.5% -$5.89K 0.35% 65
2024
Q2 		$1.26M Buy
31,625
+175
+0.6% +$6.71K 0.37% 60
2024
Q1 		$1.19M Sell
31,450
-503
-2% -$17.3K 0.36% 69
2023
Q4 		$1.08M Buy
31,953
+1,018
+3% +$29.6K 0.42% 52
2023
Q3 		$847K Sell
30,935
-1,711
-5% -$50.6K 0.37% 62
2023
Q2 		$937K Buy
32,646
+1,465
+5% +$41.8K 0.37% 63
2023
Q1 		$898K Sell
31,181
-125
-0.4% -$4.13K 0.45% 61
2022
Q4 		$1.04M Buy
31,306
+213
+0.7% +$7.34K 0.48% 53
2022
Q3 		$939K Buy
31,093
+749
+2% +$25K 0.48% 57
2022
Q2 		$945K Buy
30,344
+844
+3% +$30.4K 0.48% 52
2022
Q1 		$1.22M Sell
29,500
-269
-0.9% -$12.1K 0.54% 47
2021
Q4 		$1.32M Sell
29,769
-93
-0.3% -$4.24K 0.53% 48
2021
Q3 		$1.27M Sell
29,862
-130
-0.4% -$5.24K 0.59% 41
2021
Q2 		$1.24M Buy
29,992
+525
+2% +$21.5K 0.56% 43
2021
Q1 		$1.21M Sell
29,467
-995
-3% -$34.3K 0.6% 41
2020
Q4 		$923K Buy
30,462
+2,581
+9% +$69.2K 0.52% 45
2020
Q3 		$671K Buy
+27,881
New +$694K 0.4% 53

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

Founders Financial Alliance's BAC Position: Q2 2026 in Review

Founders Financial Alliance reduced its Bank of America (BAC) stake by 0.27% in Q2 2026, selling an estimated $4.47K and leaving 30,916 shares worth $1.76M. The position accounts for 0.23% of the portfolio, ranked #96.

Founders Financial Alliance first reported a position in BAC in Q3 2020 and has held it in 24 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Founders Financial Alliance held 30,916 shares of Bank of America worth $1.76M as of Q2 2026.
  • Founders Financial Alliance sold 84 Bank of America shares in Q2 2026, an estimated $4.47K.
  • Bank of America made up 0.23% of Founders Financial Alliance's portfolio in Q2 2026, its #96 holding.
  • Founders Financial Alliance first reported a position in Bank of America in Q3 2020 and has held it in 24 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.