MFA
BAI

Mayflower Financial Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Mayflower Financial Advisors’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.69M Sell
126,871
-25,671
-17% -$1.17M 0.58% 43
2026
Q1 		$5.03M Buy
152,542
+11,964
+9% +$411K 0.61% 38
2025
Q4 		$4.68M Buy
140,578
+12,727
+10% +$441K 0.57% 45
2025
Q3 		$4.37M Buy
127,851
+70,589
+123% +$2.23M 0.55% 48
2025
Q2 		$1.65M Buy
+57,262
New +$1.4M 0.23% 104

Other funds holding BAI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Mayflower Financial Advisors's BAI Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 17% in Q2 2026, selling an estimated $1.17M and leaving 126,871 shares worth $6.69M. The position accounts for 0.58% of the portfolio, ranked #43.

Mayflower Financial Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Mayflower Financial Advisors held 126,871 shares of iShares A.I. Innovation and Tech Active ETF worth $6.69M as of Q2 2026.
  • Mayflower Financial Advisors sold 25,671 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $1.17M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.58% of Mayflower Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Mayflower Financial Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.