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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
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% +$147K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group's BAC Position: Q1 2026 in Review

Mather Group increased its Bank of America (BAC) stake by 6.3% in Q1 2026, buying an estimated $134K and bringing the position to 43,636 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #222.

Mather Group first reported a position in BAC in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.26M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Mather Group held 43,636 shares of Bank of America worth $2.13M as of Q1 2026.
  • Mather Group bought 2,591 Bank of America shares in Q1 2026, an estimated $134K.
  • Bank of America made up 0.02% of Mather Group's portfolio in Q1 2026, its #222 holding.
  • Mather Group first reported a position in Bank of America in Q4 2019 and has held it in 23 quarters since.
  • Mather Group's Bank of America position peaked at $2.26M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.