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MB, Levis & Associates’s Bank of America BAC Stock Holding History

MB, Levis & Associates’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 		$157K Buy
2,752
+12
+0.4% +$638 0.06% 68
2026
Q1 		$134K Sell
2,740
-68
-2% -$3.51K 0.06% 68
2025
Q4 		$154K Buy
2,808
+12
+0.4% +$634 0.07% 62
2025
Q3 		$144K Sell
2,796
-747
-21% -$36.4K 0.06% 64
2025
Q2 		$168K Buy
3,543
+13
+0.4% +$547 0.07% 71
2025
Q1 		$147K Buy
3,530
+15
+0.4% +$668 0.07% 72
2024
Q4 		$154K Buy
3,515
+13
+0.4% +$572 0.08% 68
2024
Q3 		$139K Buy
3,502
+15
+0.4% +$601 0.07% 72
2024
Q2 		$139K Buy
3,487
+34
+1% +$1.3K 0.07% 71
2024
Q1 		$131K Buy
3,453
+21
+0.6% +$721 0.07% 71
2023
Q4 		$116K Buy
3,432
+26
+0.8% +$757 0.07% 72
2023
Q3 		$93.2K Buy
3,406
+23
+0.7% +$680 0.06% 84
2023
Q2 		$97.1K Buy
3,383
+22
+0.7% +$628 0.06% 84
2023
Q1 		$96.1K Buy
3,361
+5
+0.1% +$165 0.07% 81
2022
Q4 		$111K Buy
+3,356
New +$116K 0.09% 69

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

MB, Levis & Associates's BAC Position: Q2 2026 in Review

MB, Levis & Associates increased its Bank of America (BAC) stake by 0.44% in Q2 2026, buying an estimated $638 and bringing the position to 2,752 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #68.

MB, Levis & Associates first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $168K in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MB, Levis & Associates held 2,752 shares of Bank of America worth $157K as of Q2 2026.
  • MB, Levis & Associates bought 12 Bank of America shares in Q2 2026, an estimated $638.
  • Bank of America made up 0.06% of MB, Levis & Associates's portfolio in Q2 2026, its #68 holding.
  • MB, Levis & Associates first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's Bank of America position peaked at $168K in Q2 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.