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Matthew Goff Investment Advisor’s Bank of America BAC Stock Holding History

Matthew Goff Investment Advisor’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 		$26.3M Sell
462,000
-8,629
-2% -$459K 4.44% 5
2026
Q1 		$22.9M Sell
470,629
-6,273
-1% -$324K 3.82% 5
2025
Q4 		$26.2M Sell
476,902
-15,254
-3% -$806K 4.65% 5
2025
Q3 		$25.4M Sell
492,156
-1,268
-0.3% -$61.9K 4.34% 5
2025
Q2 		$23.3M Sell
493,424
-2,939
-0.6% -$124K 4.32% 5
2025
Q1 		$20.7M Sell
496,363
-2,365
-0.5% -$105K 3.82% 6
2024
Q4 		$21.9M Buy
498,728
+104
+0% +$4.58K 4.07% 5
2024
Q3 		$19.8M Buy
498,624
+2,000
+0.4% +$80.2K 3.76% 4
2024
Q2 		$19.8M Buy
496,624
+19,812
+4% +$759K 4.03% 3
2024
Q1 		$18.1M Buy
476,812
+10,173
+2% +$349K 3.66% 5
2023
Q4 		$15.7M Sell
466,639
-2,077
-0.4% -$60.5K 3.48% 7
2023
Q3 		$12.8M Sell
468,716
-826
-0.2% -$24.4K 3.09% 9
2023
Q2 		$13.5M Buy
469,542
+18,636
+4% +$532K 3.16% 10
2023
Q1 		$12.9M Buy
450,906
+107
+0% +$3.53K 3.2% 8
2022
Q4 		$14.9M Buy
450,799
+3,062
+0.7% +$105K 3.89% 5
2022
Q3 		$13.5M Buy
447,737
+5,466
+1% +$183K 3.86% 6
2022
Q2 		$13.8M Buy
442,271
+22,167
+5% +$798K 3.71% 6
2022
Q1 		$17.3M Buy
420,104
+3,963
+1% +$179K 4.06% 6
2021
Q4 		$18.5M Sell
416,141
-2,002
-0.5% -$91.2K 4.24% 6
2021
Q3 		$17.8M Buy
418,143
+2,105
+0.5% +$84.8K 4.35% 6
2021
Q2 		$17.2M Buy
416,038
+30,359
+8% +$1.24M 4.35% 4
2021
Q1 		$14.9M Sell
385,679
-3,607
-0.9% -$124K 4.21% 3
2020
Q4 		$11.8M Buy
389,286
+10,965
+3% +$294K 3.51% 8
2020
Q3 		$9.11M Buy
378,321
+154,767
+69% +$3.85M 2.91% 9
2020
Q2 		$5.31M Buy
223,554
+2,454
+1% +$58K 1.74% 23
2020
Q1 		$4.69M Buy
221,100
+11,666
+6% +$350K 1.98% 19
2019
Q4 		$7.38M Sell
209,434
-1,886
-0.9% -$61K 2.73% 13
2019
Q3 		$6.16M Buy
211,320
+6,337
+3% +$182K 2.55% 15
2019
Q2 		$5.95M Buy
204,983
+5,327
+3% +$154K 2.54% 16
2019
Q1 		$5.51M Buy
199,656
+1,549
+0.8% +$43.8K 2.54% 17
2018
Q4 		$4.88M Buy
198,107
+6,393
+3% +$173K 2.48% 16
2018
Q3 		$5.65M Buy
191,714
+3,320
+2% +$101K 2.26% 19
2018
Q2 		$5.31M Buy
188,394
+14,519
+8% +$433K 2.08% 20
2018
Q1 		$5.21M Buy
173,875
+6,349
+4% +$199K 2.19% 17
2017
Q4 		$4.95M Buy
167,526
+2,999
+2% +$82.7K 2.13% 18
2017
Q3 		$4.17M Buy
164,527
+12,942
+9% +$314K 1.79% 23
2017
Q2 		$3.68M Buy
151,585
+12,240
+9% +$285K 3.3% 13
2017
Q1 		$3.29M Buy
+139,345
New +$3.31M 3.14% 13

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Matthew Goff Investment Advisor's BAC Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its Bank of America (BAC) stake by 1.8% in Q2 2026, selling an estimated $459K and leaving 462,000 shares worth $26.3M. The position accounts for 4.44% of the portfolio, ranked #5.

Matthew Goff Investment Advisor first reported a position in BAC in Q1 2017 and has held it in 38 quarters since. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Matthew Goff Investment Advisor held 462,000 shares of Bank of America worth $26.3M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 8,629 Bank of America shares in Q2 2026, an estimated $459K.
  • Bank of America made up 4.44% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #5 holding.
  • Matthew Goff Investment Advisor first reported a position in Bank of America in Q1 2017 and has held it in 38 quarters since.
  • 739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.