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Meadowbrook Advisors Group’s Bank of America BAC Stock Holding History

Meadowbrook Advisors Group’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
-4,741
Closed -$231K – 174
2026
Q1 		$231K Sell
4,741
-429
-8% -$22.1K 0.14% 128
2025
Q4 		$284K Buy
+5,170
New +$273K 0.16% 114

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

Meadowbrook Advisors Group's BAC Position: Q2 2026 in Review

Meadowbrook Advisors Group sold out of Bank of America (BAC) in Q2 2026, closing a stake of 4,741 shares — an estimated $231K sold.

Meadowbrook Advisors Group first reported a position in BAC in Q4 2025 and held it in 2 quarters. The position peaked at $284K in Q4 2025. 3,594 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Meadowbrook Advisors Group reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Meadowbrook Advisors Group sold 4,741 Bank of America shares in Q2 2026, an estimated $231K.
  • Meadowbrook Advisors Group first reported a position in Bank of America in Q4 2025 and held it in 2 quarters.
  • Meadowbrook Advisors Group's Bank of America position peaked at $284K in Q4 2025.
  • 3,594 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Meadowbrook Advisors Group's 13F filing for Q2 2026, filed 7 Aug 2026.