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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
Q2 		$1.89M Buy
33,102
+1,115
+3% +$59.3K 1.47% 23
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
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

Safe Harbor Fiduciary's BAC Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Bank of America (BAC) stake by 3.5% in Q2 2026, buying an estimated $59.3K and bringing the position to 33,102 shares worth $1.89M. The position accounts for 1.47% of the portfolio, ranked #23.

Safe Harbor Fiduciary first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Safe Harbor Fiduciary held 33,102 shares of Bank of America worth $1.89M as of Q2 2026.
  • Safe Harbor Fiduciary bought 1,115 Bank of America shares in Q2 2026, an estimated $59.3K.
  • Bank of America made up 1.47% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #23 holding.
  • Safe Harbor Fiduciary first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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