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MassMutual Private Wealth & Trust’s Bank of America BAC Stock Holding History

MassMutual Private Wealth & Trust’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 		$35.3M Sell
619,974
-26,954
-4% -$1.43M 0.91% 31
2026
Q1 		$31.5M Sell
646,928
-17,072
-3% -$881K 0.86% 31
2025
Q4 		$36.5M Sell
664,000
-19,204
-3% -$1.02M 0.94% 26
2025
Q3 		$35.2M Sell
683,204
-11,060
-2% -$540K 0.9% 28
2025
Q2 		$32.9M Sell
694,264
-9,765
-1% -$411K 0.88% 28
2025
Q1 		$29.4M Buy
704,029
+10,205
+1% +$455K 0.85% 31
2024
Q4 		$30.5M Sell
693,824
-9,014
-1% -$397K 0.86% 28
2024
Q3 		$27.9M Sell
702,838
-17,080
-2% -$685K 0.79% 35
2024
Q2 		$28.6M Buy
719,918
+10,910
+2% +$418K 0.87% 27
2024
Q1 		$26.9M Buy
709,008
+37,345
+6% +$1.28M 0.84% 31
2023
Q4 		$22.6M Sell
671,663
-47,286
-7% -$1.38M 0.76% 33
2023
Q3 		$19.7M Buy
718,949
+6,286
+0.9% +$186K 0.73% 34
2023
Q2 		$20.4M Sell
712,663
-5,903
-0.8% -$168K 0.74% 34
2023
Q1 		$20.6M Buy
718,566
+20,885
+3% +$689K 0.79% 34
2022
Q4 		$23.1M Buy
697,681
+4,032
+0.6% +$139K 0.95% 26
2022
Q3 		$20.9M Buy
693,649
+21,204
+3% +$709K 0.95% 26
2022
Q2 		$20.9M Buy
672,445
+32,410
+5% +$1.17M 0.91% 30
2022
Q1 		$26.4M Buy
640,035
+22,557
+4% +$1.02M 1% 25
2021
Q4 		$27.5M Buy
617,478
+56,678
+10% +$2.58M 1.02% 26
2021
Q3 		$23.8M Buy
560,800
+29,795
+6% +$1.2M 0.98% 29
2021
Q2 		$21.9M Buy
531,005
+26,635
+5% +$1.09M 0.93% 27
2021
Q1 		$19.5M Buy
504,370
+34,082
+7% +$1.18M 0.92% 28
2020
Q4 		$14.3M Buy
470,288
+3,459
+0.7% +$92.7K 0.73% 35
2020
Q3 		$11.2M Buy
466,829
+50,277
+12% +$1.25M 0.66% 39
2020
Q2 		$9.89M Buy
416,552
+99,680
+31% +$2.36M 0.64% 38
2020
Q1 		$6.73M Buy
316,872
+1,895
+0.6% +$56.8K 0.54% 45
2019
Q4 		$11.1M Buy
314,977
+26,100
+9% +$844K 0.69% 35
2019
Q3 		$8.43M Buy
288,877
+10,140
+4% +$292K 0.56% 43
2019
Q2 		$8.08M Sell
278,737
-5,419
-2% -$156K 0.56% 43
2019
Q1 		$7.84M Buy
284,156
+1,509
+0.5% +$42.6K 0.57% 42
2018
Q4 		$6.96M Buy
282,647
+1,917
+0.7% +$52K 0.6% 39
2018
Q3 		$8.27M Buy
280,730
+3,643
+1% +$111K 0.61% 38
2018
Q2 		$7.81M Buy
277,087
+2,668
+1% +$79.6K 0.62% 36
2018
Q1 		$8.23M Sell
274,419
-5,125
-2% -$161K 0.68% 30
2017
Q4 		$8.25M Sell
279,544
-2,038
-0.7% -$56.2K 0.68% 33
2017
Q3 		$7.14M Buy
281,582
+14,762
+6% +$358K 0.59% 42
2017
Q2 		$6.47M Buy
266,820
+6,216
+2% +$145K 0.58% 43
2017
Q1 		$6.15M Buy
260,604
+22,625
+10% +$537K 0.58% 46
2016
Q4 		$5.26M Buy
+237,979
New +$4.58M 0.64% 40
2016
Q2 		$3.34M Buy
251,511
+16,006
+7% +$225K 0.42% 65
2016
Q1 		$3.18M Sell
235,505
-119,804
-34% -$1.62M 0.43% 62
2015
Q4 		$5.98M Buy
355,309
+144,217
+68% +$2.44M 0.86% 26
2015
Q3 		$3.6M Buy
211,092
+6,679
+3% +$112K 0.76% 29
2015
Q2 		$3.14M Sell
204,413
-25,352
-11% -$418K 0.7% 35
2015
Q1 		$3.54M Buy
229,765
+213,167
+1,284% +$3.42M 0.58% 43
2014
Q4 		$297K Sell
16,598
-194,494
-92% -$3.33M 0.1% 168
2014
Q3 		$3.6M Buy
211,092
+198,018
+1,515% +$3.15M 0.72% 31
2014
Q2 		$201K Buy
13,074
+8,473
+184% +$132K 0.08% 170
2014
Q1 		$79.1K Buy
4,601
+362
+9% +$6.09K 0.05% 185
2013
Q4 		$66K Buy
+4,239
New +$62.9K 0.06% 162

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MassMutual Private Wealth & Trust's BAC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Bank of America (BAC) stake by 4.2% in Q2 2026, selling an estimated $1.43M and leaving 619,974 shares worth $35.3M. The position accounts for 0.91% of the portfolio, ranked #31.

MassMutual Private Wealth & Trust first reported a position in BAC in Q4 2013 and has held it in 50 quarters since. The position peaked at $36.5M in Q4 2025. 1,745 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 619,974 shares of Bank of America worth $35.3M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 26,954 Bank of America shares in Q2 2026, an estimated $1.43M.
  • Bank of America made up 0.91% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #31 holding.
  • MassMutual Private Wealth & Trust first reported a position in Bank of America in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Bank of America position peaked at $36.5M in Q4 2025.
  • 1,745 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.