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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
Q2 		$759K Buy
13,317
+327
+3% +$17.4K 0.03% 139
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 $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

Gallagher Fiduciary Advisors's BAC Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Bank of America (BAC) stake by 2.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 13,317 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #139.

Gallagher Fiduciary Advisors first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Gallagher Fiduciary Advisors held 13,317 shares of Bank of America worth $759K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 327 Bank of America shares in Q2 2026, an estimated $17.4K.
  • Bank of America made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #139 holding.
  • Gallagher Fiduciary Advisors first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.