MLG Wealth Management DBA Pine Grove Financial Group’s Bank of America BAC Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025 Q4	$241K	Buy	+4,373	New	+$231K	0.03%	169

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's BAC Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Bank of America (BAC) in Q4 2025: 4,373 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings.

3,611 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 4,373 shares of Bank of America worth $241K as of Q4 2025.
Bank of America was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
Bank of America made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #169 holding.
3,611 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.