MBM Wealth Consultants’s Bank of America BAC Stock Holding History

MBM Wealth Consultants’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	–	Sell	-2,048	Closed	-$99.8K	–	144
2026 Q1	$99.8K	Buy	+2,048	New	+$106K	0.02%	123
2023 Q2	–	Sell	-3,006	Closed	-$84K	–	112
2023 Q1	$84K	Hold	3,006	–	–	0.03%	134
2022 Q4	$101K	Sell	3,006 -1,260	-30%	-$43.4K	0.05%	129
2022 Q3	$133K	Sell	4,266 -41,635	-91%	-$1.39M	0.06%	91
2022 Q2	$427K	Buy	45,901 +42,935	+1,448%	+$1.55M	0.21%	55
2022 Q1	$122K	Hold	2,966	–	–	0.05%	119
2021 Q4	$132K	Hold	2,966	–	–	0.05%	113
2021 Q3	$126K	Hold	2,966	–	–	0.06%	121
2021 Q2	$122K	Hold	2,966	–	–	0.06%	116
2021 Q1	$115K	Hold	2,966	–	–	0.06%	114
2020 Q4	$89K	Sell	2,966 -98	-3%	-$2.63K	0.05%	108
2020 Q3	$74K	Hold	3,064	–	–	0.05%	111
2020 Q2	$73K	Buy	3,064 +650	+27%	+$15.4K	0.05%	101
2020 Q1	$51K	Sell	2,414 -750	-24%	-$22.5K	0.04%	106
2019 Q4	$111K	Buy	3,164 +750	+31%	+$24.2K	0.08%	94
2019 Q3	$70K	Hold	2,414	–	–	0.06%	108
2019 Q2	$71K	Hold	2,414	–	–	0.06%	109
2019 Q1	$67K	Hold	2,414	–	–	0.06%	110
2018 Q4	$59K	Buy	+2,414	New	+$65.5K	0.06%	123

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MBM Wealth Consultants's BAC Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Bank of America (BAC) in Q2 2026, closing a stake of 2,048 shares — an estimated $99.8K sold.

MBM Wealth Consultants first reported a position in BAC in Q4 2018 and held it in 19 quarters. The position peaked at $427K in Q2 2022. 1,694 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

MBM Wealth Consultants reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 2,048 Bank of America shares in Q2 2026, an estimated $99.8K.
MBM Wealth Consultants first reported a position in Bank of America in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Bank of America position peaked at $427K in Q2 2022.
1,694 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.