MAI Capital Management’s Bank of America BAC Stock Holding History

MAI Capital Management’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
2024 Q2	–	Sell	-16,000	Closed	-$607K	–	1264
2024 Q1	$607K	Sell	16,000 -4,000	-20%	-$137K	0.01%	730
2023 Q4	$673K	Hold	20,000	–	–	0.01%	600
2023 Q3	$548K	Hold	20,000	–	–	0.01%	611
2023 Q2	$574K	Buy	20,000 +1,000	+5%	+$28.5K	0.01%	580
2023 Q1	$543K	Buy	+19,000	New	+$627K	0.01%	612
2022 Q2	–	Sell	-700	Closed	-$29K	–	901
2022 Q1	$29K	Sell	700 -300	-30%	-$13.5K	﹤0.01%	888
2021 Q4	$44K	Buy	1,000 +500	+100%	+$22.8K	﹤0.01%	880
2021 Q3	$21K	Buy	500 +200	+67%	+$8.06K	﹤0.01%	790
2021 Q2	$12K	Buy	300 +200	+200%	+$8.2K	﹤0.01%	786
2021 Q1	$4K	Buy	+100	New	+$3.45K	﹤0.01%	736

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 $3.38T AUM 44.17% 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

MAI Capital Management's BAC Position: Q2 2026 in Review

MAI Capital Management increased its Bank of America (BAC) stake by 10% in Q2 2026, buying an estimated $5.78M and bringing the position to 1,192,229 shares worth $67.9M. The position accounts for 0.26% of the portfolio, ranked #80.

MAI Capital Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

MAI Capital Management held 1,192,229 shares of Bank of America worth $67.9M as of Q2 2026.
MAI Capital Management bought 108,759 Bank of America shares in Q2 2026, an estimated $5.78M.
Bank of America made up 0.26% of MAI Capital Management's portfolio in Q2 2026, its #80 holding.
MAI Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.