MFS
BAC icon

Madrona Financial Services’s Bank of America BAC Stock Holding History

Madrona Financial Services’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 		$362K Buy
6,358
+69
+1% +$3.67K 0.07% 89
2026
Q1 		$307K Sell
6,289
-80
-1% -$4.13K 0.07% 88
2025
Q4 		$350K Sell
6,369
-158
-2% -$8.35K 0.07% 84
2025
Q3 		$337K Buy
6,527
+60
+0.9% +$2.93K 0.07% 80
2025
Q2 		$306K Buy
6,467
+822
+15% +$34.6K 0.07% 81
2025
Q1 		$236K Sell
5,645
-202
-3% -$9K 0.06% 96
2024
Q4 		$257K Sell
5,847
-645
-10% -$28.4K 0.07% 92
2024
Q3 		$258K Sell
6,492
-46
-0.7% -$1.84K 0.07% 85
2024
Q2 		$260K Buy
6,538
+75
+1% +$2.87K 0.08% 78
2024
Q1 		$245K Buy
6,463
+328
+5% +$11.3K 0.09% 81
2023
Q4 		$207K Buy
+6,135
New +$179K 0.08% 82
2022
Q2 		– Sell
-6,262
Closed -$247K – 79
2022
Q1 		$247K Buy
6,262
+2
+0% +$90 0.12% 69
2021
Q4 		$278K Buy
+6,260
New +$285K 0.12% 64
2019
Q4 		– Sell
-7,255
Closed -$212K – 60
2019
Q3 		$212K Buy
7,255
+10
+0.1% +$288 0.16% 55
2019
Q2 		$210K Buy
7,245
+5
+0.1% +$144 0.19% 50
2019
Q1 		$200K Buy
+7,240
New +$205K 0.22% 44
2018
Q4 		– Sell
-6,870
Closed -$202K – 42
2018
Q3 		$202K Buy
+6,870
New +$209K 0.15% 43
2018
Q2 		– Sell
-7,262
Closed -$218K – 41
2018
Q1 		$218K Buy
+7,262
New +$228K 0.17% 41

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Madrona Financial Services's BAC Position: Q2 2026 in Review

Madrona Financial Services increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $3.67K and bringing the position to 6,358 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #89.

Madrona Financial Services first reported a position in BAC in Q1 2018 and has held it in 18 quarters since. 1,070 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Madrona Financial Services held 6,358 shares of Bank of America worth $362K as of Q2 2026.
  • Madrona Financial Services bought 69 Bank of America shares in Q2 2026, an estimated $3.67K.
  • Bank of America made up 0.07% of Madrona Financial Services's portfolio in Q2 2026, its #89 holding.
  • Madrona Financial Services first reported a position in Bank of America in Q1 2018 and has held it in 18 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.