Mattern Wealth Management’s Bank of America BAC Stock Holding History

Mattern Wealth 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
2026 Q2	$618K	Buy	+10,848	New	+$577K	0.1%	92
2023 Q1	–	Sell	-6,336	Closed	-$210K	–	170
2022 Q4	$210K	Buy	+6,336	New	+$218K	0.08%	154
2022 Q3	–	Sell	-6,614	Closed	-$206K	–	158
2022 Q2	$206K	Hold	6,614	–	–	0.08%	147
2022 Q1	$273K	Sell	6,614 -21,641	-77%	-$976K	0.09%	135
2021 Q4	$1.26M	Buy	28,255 +61	+0.2%	+$2.78K	0.37%	68
2021 Q3	$1.2M	Buy	28,194 +100	+0.4%	+$4.03K	0.4%	67
2021 Q2	$1.06M	Buy	28,094 +1,893	+7%	+$77.6K	0.34%	73
2021 Q1	$1.01M	Buy	+26,201	New	+$904K	0.36%	77

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 $3.37T AUM 44.26% 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

Mattern Wealth Management's BAC Position: Q2 2026 in Review

Mattern Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 10,848 shares worth $618K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Mattern Wealth Management previously reported a position in BAC as recently as Q4 2022.

Mattern Wealth Management first reported a position in BAC in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Mattern Wealth Management held 10,848 shares of Bank of America worth $618K as of Q2 2026.
Bank of America was a new Mattern Wealth Management position in Q2 2026.
Bank of America made up 0.1% of Mattern Wealth Management's portfolio in Q2 2026, its #92 holding.
Mattern Wealth Management first reported a position in Bank of America in Q1 2021 and has held it in 8 quarters since.
Mattern Wealth Management's Bank of America position peaked at $1.26M in Q4 2021.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.