Magnus Financial 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 | $1.4M | Buy |
24,597
+1,085
| +5% | +$57.7K | 0.1% | 129 |
|
|
2026
Q1 | $1.15M | Sell |
23,512
-3,748
| -14% | -$193K | 0.09% | 140 |
|
|
2025
Q4 | $1.5M | Buy |
27,260
+2,492
| +10% | +$132K | 0.11% | 136 |
|
|
2025
Q3 | $1.28M | Buy |
24,768
+1,128
| +5% | +$55K | 0.1% | 147 |
|
|
2025
Q2 | $1.12M | Buy |
23,640
+2,399
| +11% | +$101K | 0.1% | 153 |
|
|
2025
Q1 | $886K | Buy |
21,241
+122
| +0.6% | +$5.44K | 0.09% | 165 |
|
|
2024
Q4 | $928K | Buy |
21,119
+4,377
| +26% | +$193K | 0.09% | 158 |
|
|
2024
Q3 | $664K | Sell |
16,742
-18,831
| -53% | -$755K | 0.07% | 181 |
|
|
2024
Q2 | $1.41M | Sell |
35,573
-3,422
| -9% | -$131K | 0.16% | 104 |
|
|
2024
Q1 | $1.48M | Sell |
38,995
-2,660
| -6% | -$91.3K | 0.18% | 101 |
|
|
2023
Q4 | $1.4M | Sell |
41,655
-2,217
| -5% | -$64.5K | 0.18% | 91 |
|
|
2023
Q3 | $1.2M | Sell |
43,872
-432
| -1% | -$12.8K | 0.18% | 93 |
|
|
2023
Q2 | $1.27M | Buy |
44,304
+239
| +0.5% | +$6.82K | 0.18% | 93 |
|
|
2023
Q1 | $1.26M | Buy |
44,065
+3,319
| +8% | +$110K | 0.19% | 91 |
|
|
2022
Q4 | $1.35M | Sell |
40,746
-2,361
| -5% | -$81.3K | 0.22% | 82 |
|
|
2022
Q3 | $1.3M | Buy |
43,107
+1,591
| +4% | +$53.2K | 0.25% | 77 |
|
|
2022
Q2 | $1.29M | Buy |
41,516
+1,521
| +4% | +$54.8K | 0.24% | 77 |
|
|
2022
Q1 | $1.65M | Buy |
39,995
+22,698
| +131% | +$1.02M | 0.28% | 68 |
|
|
2021
Q4 | $770K | Buy |
17,297
+225
| +1% | +$10.3K | 0.15% | 106 |
|
|
2021
Q3 | $725K | Sell |
17,072
-542
| -3% | -$21.8K | 0.15% | 95 |
|
|
2021
Q2 | $726K | Buy |
17,614
+224
| +1% | +$9.18K | 0.16% | 93 |
|
|
2021
Q1 | $673K | Sell |
17,390
-12,597
| -42% | -$435K | 0.16% | 89 |
|
|
2020
Q4 | $909K | Buy |
29,987
+1,101
| +4% | +$29.5K | 0.09% | 81 |
|
|
2020
Q3 | $696K | Sell |
28,886
-6,370
| -18% | -$159K | 0.08% | 93 |
|
|
2020
Q2 | $837K | Sell |
35,256
-6,223
| -15% | -$147K | 0.09% | 87 |
|
|
2020
Q1 | $881K | Sell |
41,479
-276
| -0.7% | -$8.27K | 0.12% | 83 |
|
|
2019
Q4 | $1.47M | Buy |
41,755
+3,054
| +8% | +$98.7K | 0.21% | 55 |
|
|
2019
Q3 | $1.13M | Sell |
38,701
-5,549
| -13% | -$160K | 0.21% | 54 |
|
|
2019
Q2 | $1.28M | Buy |
44,250
+14,210
| +47% | +$410K | 0.25% | 52 |
|
|
2019
Q1 | $829K | Sell |
30,040
-20,615
| -41% | -$583K | 0.17% | 64 |
|
|
2018
Q4 | $1.25M | Buy |
+50,655
| New | +$1.37M | 0.33% | 41 |
|
Other funds holding BAC
Magnus Financial Group's BAC Position: Q2 2026 in Review
Magnus Financial Group increased its Bank of America (BAC) stake by 4.6% in Q2 2026, buying an estimated $57.7K and bringing the position to 24,597 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #129.
Magnus Financial Group first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.65M in Q1 2022. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Magnus Financial Group held 24,597 shares of Bank of America worth $1.4M as of Q2 2026.
- Magnus Financial Group bought 1,085 Bank of America shares in Q2 2026, an estimated $57.7K.
- Bank of America made up 0.1% of Magnus Financial Group's portfolio in Q2 2026, its #129 holding.
- Magnus Financial Group first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
- Magnus Financial Group's Bank of America position peaked at $1.65M in Q1 2022.
- 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.