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 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 $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

Deseret Mutual Benefit Administrators's BAC Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Bank of America (BAC) stake by 81% in Q1 2026, buying an estimated $637K and bringing the position to 27,696 shares worth $1.35M. The position accounts for 0.46% of the portfolio, ranked #51.

Deseret Mutual Benefit Administrators first reported a position in BAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.91M in Q2 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Deseret Mutual Benefit Administrators held 27,696 shares of Bank of America worth $1.35M as of Q1 2026.
Deseret Mutual Benefit Administrators bought 12,352 Bank of America shares in Q1 2026, an estimated $637K.
Bank of America made up 0.46% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #51 holding.
Deseret Mutual Benefit Administrators first reported a position in Bank of America in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Bank of America position peaked at $2.91M in Q2 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.