M3 Advisory Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$912K Buy
16,005
+409
+3% +$21.8K 0.47% 42
2026
Q1
$760K Buy
15,596
+231
+2% +$11.9K 0.47% 44
2025
Q4
$845K Buy
15,365
+133
+0.9% +$7.03K 0.52% 40
2025
Q3
$786K Buy
15,232
+176
+1% +$8.59K 0.49% 42
2025
Q2
$712K Buy
15,056
+762
+5% +$32.1K 0.49% 41
2025
Q1
$596K Buy
14,294
+485
+4% +$21.6K 0.47% 44
2024
Q4
$607K Buy
13,809
+57
+0.4% +$2.51K 0.43% 49
2024
Q3
$546K Buy
13,752
+160
+1% +$6.41K 0.4% 54
2024
Q2
$541K Buy
13,592
+44
+0.3% +$1.69K 0.45% 49
2024
Q1
$514K Sell
13,548
-1,056
-7% -$36.3K 0.47% 48
2023
Q4
$492K Buy
+14,604
New +$425K 0.58% 39

Other funds holding BAC

M3 Advisory Group's BAC Position: Q2 2026 in Review

M3 Advisory Group increased its Bank of America (BAC) stake by 2.6% in Q2 2026, buying an estimated $21.8K and bringing the position to 16,005 shares worth $912K. The position accounts for 0.47% of the portfolio, ranked #42.

M3 Advisory Group first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • M3 Advisory Group held 16,005 shares of Bank of America worth $912K as of Q2 2026.
  • M3 Advisory Group bought 409 Bank of America shares in Q2 2026, an estimated $21.8K.
  • Bank of America made up 0.47% of M3 Advisory Group's portfolio in Q2 2026, its #42 holding.
  • M3 Advisory Group first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.