GFA
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Gallagher Fiduciary Advisors’s Bank of America BAC Stock Holding History

Gallagher Fiduciary 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
Q1 		$633K Buy
12,990
+143
+1% +$7.38K 0.02% 125
2025
Q4 		$707K Buy
12,847
+583
+5% +$30.8K 0.02% 135
2025
Q3 		$633K Buy
12,264
+279
+2% +$13.6K 0.02% 125
2025
Q2 		$567K Buy
11,985
+291
+2% +$12.2K 0.02% 160
2025
Q1 		$488K Sell
11,694
-39
-0.3% -$1.74K 0.02% 156
2024
Q4 		$516K Buy
11,733
+4,346
+59% +$191K 0.1% 139
2024
Q3 		$293K Buy
7,387
+2,063
+39% +$82.7K 0.06% 200
2024
Q2 		$212K Buy
+5,324
New +$204K 0.05% 224

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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