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Mattson Financial Services’s Bank of America BAC Stock Holding History

Mattson Financial Services’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 		$3.56M Sell
57,910
-70
-0.1% -$3.72K 0.75% 36
2026
Q1 		$2.83M Buy
57,980
+1,334
+2% +$68.8K 0.67% 49
2025
Q4 		$3.12M Sell
56,646
-2,670
-5% -$141K 0.73% 46
2025
Q3 		$3.06M Sell
59,316
-12
-0% -$585 0.73% 49
2025
Q2 		$2.81M Sell
59,328
-4,639
-7% -$195K 0.76% 46
2025
Q1 		$2.67M Buy
63,967
+3,426
+6% +$153K 0.8% 43
2024
Q4 		$2.4M Sell
60,541
-11,921
-16% -$524K 0.76% 45
2024
Q3 		$2.88M Sell
72,462
-500
-0.7% -$20K 1.03% 24
2024
Q2 		$2.9M Buy
+72,962
New +$2.8M 1.03% 24

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mattson Financial Services's BAC Position: Q2 2026 in Review

Mattson Financial Services reduced its Bank of America (BAC) stake by 0.12% in Q2 2026, selling an estimated $3.72K and leaving 57,910 shares worth $3.56M. The position accounts for 0.75% of the portfolio, ranked #36.

Mattson Financial Services first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mattson Financial Services held 57,910 shares of Bank of America worth $3.56M as of Q2 2026.
  • Mattson Financial Services sold 70 Bank of America shares in Q2 2026, an estimated $3.72K.
  • Bank of America made up 0.75% of Mattson Financial Services's portfolio in Q2 2026, its #36 holding.
  • Mattson Financial Services first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.