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

Founders Financial Securities’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 		$478K Sell
8,382
-345
-4% -$18.3K 0.02% 397
2026
Q1 		$460K Sell
8,727
-2,940
-25% -$152K 0.03% 385
2025
Q4 		$642K Buy
11,667
+1,813
+18% +$95.8K 0.04% 347
2025
Q3 		$508K Sell
9,854
-2,064
-17% -$101K 0.03% 338
2025
Q2 		$564K Sell
11,918
-256
-2% -$10.8K 0.04% 321
2025
Q1 		$484K Buy
12,174
+3,268
+37% +$146K 0.04% 320
2024
Q4 		$391K Buy
8,906
+1,041
+13% +$45.8K 0.04% 341
2024
Q3 		$312K Sell
7,865
-5,272
-40% -$211K 0.03% 363
2024
Q2 		$522K Buy
13,137
+5,390
+70% +$207K 0.05% 279
2024
Q1 		$294K Sell
7,747
-99
-1% -$3.4K 0.03% 325
2023
Q4 		$264K Sell
7,846
-246
-3% -$7.16K 0.03% 319
2023
Q3 		$222K Buy
8,092
+343
+4% +$10.1K 0.03% 295
2023
Q2 		$222K Buy
+7,749
New +$221K 0.03% 290
2023
Q1 		– Sell
-39,524
Closed -$1.31M – 321
2022
Q4 		$1.31M Buy
39,524
+3,853
+11% +$133K 0.21% 103
2022
Q3 		$1.08M Buy
35,671
+3,563
+11% +$119K 0.19% 110
2022
Q2 		$1M Buy
32,108
+2,511
+8% +$90.4K 0.2% 99
2022
Q1 		$1.22M Buy
29,597
+643
+2% +$29K 0.22% 96
2021
Q4 		$1.29M Buy
28,954
+498
+2% +$22.7K 0.23% 87
2021
Q3 		$1.21M Buy
28,456
+988
+4% +$39.8K 0.24% 90
2021
Q2 		$1.13M Buy
27,468
+3,324
+14% +$136K 0.22% 95
2021
Q1 		$934K Buy
24,144
+4,297
+22% +$148K 0.22% 98
2020
Q4 		$602K Buy
19,847
+3,334
+20% +$89.4K 0.14% 114
2020
Q3 		$398K Sell
16,513
-2,446
-13% -$60.9K 0.13% 109
2020
Q2 		$456K Buy
18,959
+6,898
+57% +$163K 0.15% 102
2020
Q1 		$256K Buy
12,061
+2,303
+24% +$69K 0.1% 104
2019
Q4 		$344K Buy
9,758
+1,191
+14% +$38.5K 0.12% 93
2019
Q3 		$250K Buy
+8,567
New +$246K 0.08% 117

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 Securities's BAC Position: Q2 2026 in Review

Founders Financial Securities reduced its Bank of America (BAC) stake by 4% in Q2 2026, selling an estimated $18.3K and leaving 8,382 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #397.

Founders Financial Securities first reported a position in BAC in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.31M in Q4 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Founders Financial Securities held 8,382 shares of Bank of America worth $478K as of Q2 2026.
  • Founders Financial Securities sold 345 Bank of America shares in Q2 2026, an estimated $18.3K.
  • Bank of America made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #397 holding.
  • Founders Financial Securities first reported a position in Bank of America in Q3 2019 and has held it in 27 quarters since.
  • Founders Financial Securities's Bank of America position peaked at $1.31M in Q4 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.