Fulcrum Asset Management’s Bank of America BAC Stock Holding History

Fulcrum Asset Management’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	$5.08M	Buy	87,717 +31,824	+57%	+$1.69M	0.51%	48
2026 Q1	$2.64M	Buy	55,893 +1,889	+3%	+$97.5K	0.4%	71
2025 Q4	$2.99M	Sell	54,004 -1,600	-3%	-$84.6K	0.83%	32
2025 Q3	$2.87M	Sell	55,604 -1,545	-3%	-$75.4K	0.8%	36
2025 Q2	$2.7M	Buy	+57,149	New	+$2.4M	0.77%	37
2022 Q1	–	Hold	0	–	–	–	84
2021 Q4	–	Hold	0	–	–	–	31
2021 Q3	–	Hold	0	–	–	–	31
2021 Q2	–	Hold	0	–	–	–	15
2021 Q1	–	Hold	0	–	–	–	18

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulcrum Asset Management's BAC Position: Q2 2026 in Review

Fulcrum Asset Management increased its Bank of America (BAC) stake by 57% in Q2 2026, buying an estimated $1.69M and bringing the position to 87,717 shares worth $5.08M. The position accounts for 0.51% of the portfolio, ranked #48.

Fulcrum Asset Management first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Fulcrum Asset Management held 87,717 shares of Bank of America worth $5.08M as of Q2 2026.
Fulcrum Asset Management bought 31,824 Bank of America shares in Q2 2026, an estimated $1.69M.
Bank of America made up 0.51% of Fulcrum Asset Management's portfolio in Q2 2026, its #48 holding.
Fulcrum Asset Management first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.