Mather Group
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Mather Group’s Bank of America BAC Stock Holding History

Mather Group’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
Q3 		$10.6M Buy
195,516
+62,568
+47% +$3.81M 0.09% 104
2026
Q2 		$7.58M Buy
132,948
+89,312
+205% +$4.75M 0.07% 126
2026
Q1 		$2.13M Buy
43,636
+2,591
+6% +$134K 0.02% 222
2025
Q4 		$2.26M Buy
41,045
+5,105
+14% +$270K 0.02% 192
2025
Q3 		$1.85M Buy
35,940
+570
+2% +$27.8K 0.02% 205
2025
Q2 		$1.67M Sell
35,370
-2,347
-6% -$98.7K 0.02% 212
2025
Q1 		$1.57M Buy
37,717
+2,582
+7% +$115K 0.02% 198
2024
Q4 		$1.54M Buy
35,135
+395
+1% +$17.4K 0.02% 191
2024
Q3 		$1.38M Sell
34,740
-8,570
-20% -$343K 0.02% 206
2024
Q2 		$1.64M Buy
43,310
+10,185
+31% +$390K 0.02% 210
2024
Q1 		$1.12M Sell
33,125
-960
-3% -$33K 0.02% 210
2023
Q4 		$1.15M Buy
34,085
+4,661
+16% +$136K 0.02% 212
2023
Q3 		$806K Buy
29,424
+3,757
+15% +$111K 0.01% 246
2023
Q2 		$736K Sell
25,667
-3,024
-11% -$86.3K 0.01% 275
2023
Q1 		$821K Sell
28,691
-24,065
-46% -$794K 0.01% 244
2022
Q4 		$1.75M Buy
52,756
+117
+0.2% +$4.03K 0.03% 146
2022
Q3 		$1.59M Buy
52,639
+529
+1% +$17.7K 0.03% 150
2022
Q2 		$1.62M Buy
52,110
+4,069
+8% +$146K 0.04% 139
2022
Q1 		$1.98M Buy
48,041
+23,711
+97% +$1.07M 0.04% 114
2021
Q4 		$1.08M Buy
24,330
+15,365
+171% +$700K 0.02% 144
2021
Q3 		$381K Sell
8,965
-3
-0% -$121 0.01% 200
2021
Q2 		$370K Buy
8,968
+283
+3% +$11.6K 0.01% 193
2021
Q1 		$336K Buy
8,685
+420
+5% +$14.5K 0.01% 193
2020
Q4 		$251K Buy
+8,265
New +$222K 0.01% 206
2020
Q1 		– Sell
-5,916
Closed -$208K – 140
2019
Q4 		$208K Buy
+5,916
New +$191K 0.01% 167

Other funds holding BAC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Mather Group's BAC Position: Q3 2026 in Review

Mather Group increased its Bank of America (BAC) stake by 47% in Q3 2026, buying an estimated $3.81M and bringing the position to 195,516 shares worth $10.6M. The position accounts for 0.09% of the portfolio, ranked #104.

Mather Group first reported a position in BAC in Q4 2019 and has held it in 25 quarters since. 864 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Mather Group held 195,516 shares of Bank of America worth $10.6M as of Q3 2026.
  • Mather Group bought 62,568 Bank of America shares in Q3 2026, an estimated $3.81M.
  • Bank of America made up 0.09% of Mather Group's portfolio in Q3 2026, its #104 holding.
  • Mather Group first reported a position in Bank of America in Q4 2019 and has held it in 25 quarters since.
  • 864 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.