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MBL Wealth’s Bank of America BAC Stock Holding History

MBL Wealth’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 		$2.45M Buy
42,943
+6,893
+19% +$367K 0.17% 79
2026
Q1 		$1.76M Buy
36,050
+1,360
+4% +$70.2K 0.13% 93
2025
Q4 		$1.91M Buy
34,690
+8,922
+35% +$472K 0.15% 90
2025
Q3 		$1.33M Buy
25,768
+2,060
+9% +$100K 0.12% 94
2025
Q2 		$1.12M Buy
23,708
+366
+2% +$15.4K 0.11% 96
2025
Q1 		$974K Buy
23,342
+6,616
+40% +$295K 0.1% 101
2024
Q4 		$735K Buy
16,726
+101
+0.6% +$4.44K 0.07% 111
2024
Q3 		$660K Buy
16,625
+73
+0.4% +$2.93K 0.07% 119
2024
Q2 		$658K Buy
16,552
+1,234
+8% +$47.3K 0.07% 113
2024
Q1 		$581K Sell
15,318
-978
-6% -$33.6K 0.07% 121
2023
Q4 		$549K Buy
16,296
+290
+2% +$8.44K 0.07% 114
2023
Q3 		$438K Buy
16,006
+495
+3% +$14.6K 0.06% 118
2023
Q2 		$445K Sell
15,511
-2,457
-14% -$70.1K 0.06% 116
2023
Q1 		$514K Sell
17,968
-1,316
-7% -$43.4K 0.08% 97
2022
Q4 		$639K Sell
19,284
-3,134
-14% -$108K 0.12% 85
2022
Q3 		$677K Buy
22,418
+3,285
+17% +$110K 0.15% 78
2022
Q2 		$596K Sell
19,133
-5,672
-23% -$204K 0.15% 81
2022
Q1 		$1.02M Buy
+24,805
New +$1.12M 0.25% 60
2021
Q3 		$1.01M Buy
+23,747
New +$957K 0.35% 47
2021
Q1 		$950K Sell
24,558
-6,791
-22% -$234K 0.33% 54
2020
Q4 		$950K Buy
+31,349
New +$840K 0.38% 48

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MBL Wealth's BAC Position: Q2 2026 in Review

MBL Wealth increased its Bank of America (BAC) stake by 19% in Q2 2026, buying an estimated $367K and bringing the position to 42,943 shares worth $2.45M. The position accounts for 0.17% of the portfolio, ranked #79.

MBL Wealth first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MBL Wealth held 42,943 shares of Bank of America worth $2.45M as of Q2 2026.
  • MBL Wealth bought 6,893 Bank of America shares in Q2 2026, an estimated $367K.
  • Bank of America made up 0.17% of MBL Wealth's portfolio in Q2 2026, its #79 holding.
  • MBL Wealth first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.