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MBA Advisors’s Bank of America BAC Stock Holding History

MBA Advisors’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 		$583K Buy
10,240
+458
+5% +$24.4K 0.2% 86
2026
Q1 		$477K Buy
9,782
+91
+0.9% +$4.7K 0.18% 86
2025
Q4 		$533K Hold
9,691
– – 0.21% 83
2025
Q3 		$500K Buy
9,691
+149
+2% +$7.27K 0.21% 83
2025
Q2 		$452K Buy
9,542
+538
+6% +$22.6K 0.21% 87
2025
Q1 		$376K Buy
9,004
+185
+2% +$8.24K 0.19% 95
2024
Q4 		$388K Buy
8,819
+207
+2% +$9.11K 0.19% 89
2024
Q3 		$342K Buy
8,612
+107
+1% +$4.29K 0.16% 98
2024
Q2 		$338K Sell
8,505
-69
-0.8% -$2.64K 0.17% 94
2024
Q1 		$325K Sell
8,574
-457
-5% -$15.7K 0.17% 96
2023
Q4 		$304K Hold
9,031
– – 0.17% 97
2023
Q3 		$247K Hold
9,031
– – 0.15% 99
2023
Q2 		$259K Sell
9,031
-60
-0.7% -$1.71K 0.15% 101
2023
Q1 		$260K Sell
9,091
-400
-4% -$13.2K 0.16% 107
2022
Q4 		$314K Sell
9,491
-804
-8% -$27.7K 0.21% 94
2022
Q3 		$311K Hold
10,295
– – 0.23% 88
2022
Q2 		$320K Sell
10,295
-110
-1% -$3.96K 0.22% 92
2022
Q1 		$429K Buy
10,405
+492
+5% +$22.2K 0.27% 86
2021
Q4 		$441K Buy
9,913
+3,629
+58% +$165K 0.27% 89
2021
Q3 		$267K Hold
6,284
– – 0.2% 109
2021
Q2 		$259K Hold
6,284
– – 0.12% 115
2021
Q1 		$243K Buy
+6,284
New +$217K 0.13% 117

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

MBA Advisors's BAC Position: Q2 2026 in Review

MBA Advisors increased its Bank of America (BAC) stake by 4.7% in Q2 2026, buying an estimated $24.4K and bringing the position to 10,240 shares worth $583K. The position accounts for 0.2% of the portfolio, ranked #86.

MBA Advisors first reported a position in BAC in Q1 2021 and has held it in 22 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MBA Advisors held 10,240 shares of Bank of America worth $583K as of Q2 2026.
  • MBA Advisors bought 458 Bank of America shares in Q2 2026, an estimated $24.4K.
  • Bank of America made up 0.2% of MBA Advisors's portfolio in Q2 2026, its #86 holding.
  • MBA Advisors first reported a position in Bank of America in Q1 2021 and has held it in 22 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.