Deseret Mutual Benefit Administrators’s Bank of America BAC Stock Holding History

Deseret Mutual Benefit Administrators’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	$1.42M	Sell	24,897 -2,799	-10%	-$149K	0.46%	46
2026 Q1	$1.35M	Buy	27,696 +12,352	+81%	+$637K	0.46%	51
2025 Q4	$844K	Sell	15,344 -359	-2%	-$19K	0.36%	47
2025 Q3	$810K	Sell	15,703 -812	-5%	-$39.6K	0.34%	46
2025 Q2	$781K	Hold	16,515	–	–	0.37%	46
2025 Q1	$689K	Sell	16,515 -952	-5%	-$42.4K	0.34%	50
2024 Q4	$768K	Sell	17,467 -1,834	-10%	-$80.7K	0.38%	46
2024 Q3	$766K	Sell	19,301 -814	-4%	-$32.6K	0.39%	46
2024 Q2	$800K	Sell	20,115 -963	-5%	-$36.9K	0.37%	43
2024 Q1	$799K	Buy	21,078 +578	+3%	+$19.8K	0.4%	44
2023 Q4	$690K	Sell	20,500 -3,496	-15%	-$102K	0.4%	47
2023 Q3	$657K	Sell	23,996 -1,578	-6%	-$46.7K	0.32%	54
2023 Q2	$734K	Buy	25,574 +1,923	+8%	+$54.9K	0.29%	53
2023 Q1	$676K	Buy	23,651 +1,556	+7%	+$51.4K	0.27%	54
2022 Q4	$732K	Sell	22,095 -16,437	-43%	-$566K	0.3%	47
2022 Q3	$1.16M	Sell	38,532 -6,661	-15%	-$223K	0.33%	44
2022 Q2	$1.41M	Buy	45,193 +2,963	+7%	+$107K	0.32%	50
2022 Q1	$1.74M	Sell	42,230 -8,926	-17%	-$403K	0.35%	47
2021 Q4	$2.28M	Sell	51,156 -1,952	-4%	-$88.9K	0.38%	45
2021 Q3	$2.25M	Sell	53,108 -17,437	-25%	-$702K	0.41%	41
2021 Q2	$2.91M	Buy	+70,545	New	+$2.89M	0.7%	13

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deseret Mutual Benefit Administrators's BAC Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Bank of America (BAC) stake by 10% in Q2 2026, selling an estimated $149K and leaving 24,897 shares worth $1.42M. The position accounts for 0.46% of the portfolio, ranked #46.

Deseret Mutual Benefit Administrators first reported a position in BAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.91M in Q2 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Deseret Mutual Benefit Administrators held 24,897 shares of Bank of America worth $1.42M as of Q2 2026.
Deseret Mutual Benefit Administrators sold 2,799 Bank of America shares in Q2 2026, an estimated $149K.
Bank of America made up 0.46% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #46 holding.
Deseret Mutual Benefit Administrators first reported a position in Bank of America in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Bank of America position peaked at $2.91M in Q2 2021.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.