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Fountainhead AM’s Bank of America BAC Stock Holding History

Fountainhead AM’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 		$508K Sell
8,913
-492
-5% -$26.2K 0.38% 52
2026
Q1 		$459K Buy
9,405
+8,191
+675% +$423K 0.41% 51
2025
Q4 		$66.8K Sell
1,214
-12,534
-91% -$663K 0.1% 93
2025
Q3 		$709K Sell
13,748
-497
-3% -$24.2K 0.09% 91
2025
Q2 		$674K Buy
14,245
+119
+0.8% +$5.01K 0.1% 88
2025
Q1 		$589K Buy
14,126
+2,475
+21% +$110K 0.1% 73
2024
Q4 		$512K Buy
11,651
+4,468
+62% +$197K 0.09% 84
2024
Q3 		$285K Sell
7,183
-574
-7% -$23K 0.06% 114
2024
Q2 		$308K Buy
7,757
+330
+4% +$12.6K 0.07% 96
2024
Q1 		$282K Buy
7,427
+978
+15% +$33.6K 0.07% 101
2023
Q4 		$217K Buy
+6,449
New +$188K 0.06% 108

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

Fountainhead AM's BAC Position: Q2 2026 in Review

Fountainhead AM reduced its Bank of America (BAC) stake by 5.2% in Q2 2026, selling an estimated $26.2K and leaving 8,913 shares worth $508K. The position accounts for 0.38% of the portfolio, ranked #52.

Fountainhead AM first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $709K in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fountainhead AM held 8,913 shares of Bank of America worth $508K as of Q2 2026.
  • Fountainhead AM sold 492 Bank of America shares in Q2 2026, an estimated $26.2K.
  • Bank of America made up 0.38% of Fountainhead AM's portfolio in Q2 2026, its #52 holding.
  • Fountainhead AM first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Fountainhead AM's Bank of America position peaked at $709K in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.