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Frederick Financial Consultants’s Bank of America BAC Stock Holding History

Frederick Financial Consultants’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 		$421K Buy
7,387
+34
+0.5% +$1.81K 0.18% 69
2026
Q1 		$358K Sell
7,353
-523
-7% -$27K 0.18% 71
2025
Q4 		$433K Buy
7,876
+115
+1% +$6.08K 0.24% 63
2025
Q3 		$400K Buy
7,761
+247
+3% +$12.1K 0.22% 63
2025
Q2 		$356K Buy
7,514
+1,148
+18% +$48.3K 0.22% 64
2025
Q1 		$266K Buy
6,366
+1,182
+23% +$52.7K 0.19% 77
2024
Q4 		$228K Buy
+5,184
New +$228K 0.18% 77

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

Frederick Financial Consultants's BAC Position: Q2 2026 in Review

Frederick Financial Consultants increased its Bank of America (BAC) stake by 0.46% in Q2 2026, buying an estimated $1.81K and bringing the position to 7,387 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #69.

Frederick Financial Consultants first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $433K in Q4 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Frederick Financial Consultants held 7,387 shares of Bank of America worth $421K as of Q2 2026.
  • Frederick Financial Consultants bought 34 Bank of America shares in Q2 2026, an estimated $1.81K.
  • Bank of America made up 0.18% of Frederick Financial Consultants's portfolio in Q2 2026, its #69 holding.
  • Frederick Financial Consultants first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Frederick Financial Consultants's Bank of America position peaked at $433K in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.