M Holdings Securities’s Bank of America BAC Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-65,782	Closed	-$1.88M	–	231
2023 Q1	$1.88M	Buy	+65,782	New	+$2.17M	0.19%	91

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

M Holdings Securities's BAC Position: Q2 2026 in Review

M Holdings Securities sold out of Bank of America (BAC) in Q2 2026, closing a stake of 128,884 shares — an estimated $6.4M sold.

M Holdings Securities first reported a position in BAC in Q4 2013 and held it in 43 quarters. The position peaked at $8.75M in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

M Holdings Securities reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 128,884 Bank of America shares in Q2 2026, an estimated $6.4M.
M Holdings Securities first reported a position in Bank of America in Q4 2013 and held it in 43 quarters.
M Holdings Securities's Bank of America position peaked at $8.75M in Q4 2025.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.