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FSM Wealth Advisors’s Bank of America BAC Stock Holding History

FSM Wealth Advisors’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 		$2.2M Buy
38,558
+4,682
+14% +$249K 0.23% 57
2026
Q1 		$1.65M Sell
33,876
-289
-0.8% -$14.9K 0.21% 64
2025
Q4 		$1.88M Buy
34,165
+761
+2% +$40.2K 0.26% 56
2025
Q3 		$1.72M Buy
33,404
+3,733
+13% +$182K 0.24% 64
2025
Q2 		$1.44M Buy
29,671
+24,005
+424% +$1.01M 0.23% 62
2025
Q1 		$236K Buy
5,666
+34
+0.6% +$1.51K 0.05% 187
2024
Q4 		$263K Sell
5,632
-1,445
-20% -$63.6K 0.06% 150
2024
Q3 		$281K Buy
7,077
+1,131
+19% +$45.3K 0.07% 138
2024
Q2 		$236K Buy
5,946
+240
+4% +$9.2K 0.08% 136
2024
Q1 		$216K Buy
+5,706
New +$196K 0.08% 151
2023
Q4 		– Sell
-8,455
Closed -$231K – 155
2023
Q3 		$231K Sell
8,455
-2,375
-22% -$70.3K 0.12% 129
2023
Q2 		$314K Sell
10,830
-211
-2% -$6.02K 0.16% 114
2023
Q1 		$316K Sell
11,041
-300
-3% -$9.9K 0.18% 109
2022
Q4 		$376K Buy
11,341
+1,481
+15% +$51K 0.27% 82
2022
Q3 		$298K Buy
9,860
+2,337
+31% +$78.1K 0.25% 99
2022
Q2 		$252K Buy
+7,523
New +$271K 0.25% 96

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

FSM Wealth Advisors's BAC Position: Q2 2026 in Review

FSM Wealth Advisors increased its Bank of America (BAC) stake by 14% in Q2 2026, buying an estimated $249K and bringing the position to 38,558 shares worth $2.2M. The position accounts for 0.23% of the portfolio, ranked #57.

FSM Wealth Advisors first reported a position in BAC in Q2 2022 and has held it in 16 quarters since. 1,971 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • FSM Wealth Advisors held 38,558 shares of Bank of America worth $2.2M as of Q2 2026.
  • FSM Wealth Advisors bought 4,682 Bank of America shares in Q2 2026, an estimated $249K.
  • Bank of America made up 0.23% of FSM Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • FSM Wealth Advisors first reported a position in Bank of America in Q2 2022 and has held it in 16 quarters since.
  • 1,971 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.