Safe Harbor Fiduciary’s Bank of America BAC Stock Holding History

Safe Harbor Fiduciary’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	$1.56M	Buy	31,987 +368	+1%	+$19K	1.48%	27
2025 Q4	$1.74M	Buy	+31,619	New	+$1.67M	1.54%	21
2025 Q2	$1.39M	Sell	29,456 -522	-2%	-$22K	1.31%	21
2025 Q1	$1.25M	Sell	29,978 -189	-0.6%	-$8.42K	1.29%	22
2024 Q4	$1.33M	Buy	30,167 +26	+0.1%	+$1.14K	1.35%	21
2024 Q3	$1.2M	Buy	+30,141	New	+$1.21M	1.12%	23

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safe Harbor Fiduciary's BAC Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Bank of America (BAC) stake by 1.2% in Q1 2026, buying an estimated $19K and bringing the position to 31,987 shares worth $1.56M. The position accounts for 1.48% of the portfolio, ranked #27.

Safe Harbor Fiduciary first reported a position in BAC in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Safe Harbor Fiduciary held 31,987 shares of Bank of America worth $1.56M as of Q1 2026.
Safe Harbor Fiduciary bought 368 Bank of America shares in Q1 2026, an estimated $19K.
Bank of America made up 1.48% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #27 holding.
Safe Harbor Fiduciary first reported a position in Bank of America in Q3 2024 and has held it in 6 quarters since.
Safe Harbor Fiduciary's Bank of America position peaked at $1.74M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.