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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
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 		$259 Hold
6,284
– – 0.12% 115
2021
Q1 		$243 Buy
+6,284
New +$217K 0.13% 117

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MBA Advisors's BAC Position: Q1 2026 in Review

MBA Advisors increased its Bank of America (BAC) stake by 0.94% in Q1 2026, buying an estimated $4.7K and bringing the position to 9,782 shares worth $477K. The position accounts for 0.18% of the portfolio, ranked #86.

MBA Advisors first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $533K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • MBA Advisors held 9,782 shares of Bank of America worth $477K as of Q1 2026.
  • MBA Advisors bought 91 Bank of America shares in Q1 2026, an estimated $4.7K.
  • Bank of America made up 0.18% of MBA Advisors's portfolio in Q1 2026, its #86 holding.
  • MBA Advisors first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's Bank of America position peaked at $533K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.