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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
2025
Q2 		– Sell
-53,597
Closed -$1.73M – 209
2025
Q1 		$1.73M Buy
+53,597
New +$2.39M 0.34% 80

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fulcrum Asset Management's BAC Position: Q1 2026 in Review

Fulcrum Asset Management increased its Bank of America (BAC) stake by 3.5% in Q1 2026, buying an estimated $97.5K and bringing the position to 55,893 shares worth $2.64M. The position accounts for 0.4% of the portfolio, ranked #71.

Fulcrum Asset Management first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.99M in Q4 2025. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fulcrum Asset Management held 55,893 shares of Bank of America worth $2.64M as of Q1 2026.
  • Fulcrum Asset Management bought 1,889 Bank of America shares in Q1 2026, an estimated $97.5K.
  • Bank of America made up 0.4% of Fulcrum Asset Management's portfolio in Q1 2026, its #71 holding.
  • Fulcrum Asset Management first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Bank of America position peaked at $2.99M in Q4 2025.
  • 3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.