MeadowBrook Investment Advisors’s Bank of America BAC Stock Holding History

MeadowBrook Investment 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	$983K	Hold	17,257	–	–	0.78%	35
2026 Q1	$841K	Sell	17,257 -540	-3%	-$27.9K	0.74%	38
2025 Q4	$979K	Sell	17,797 -400	-2%	-$21.1K	0.83%	28
2025 Q3	$939K	Hold	18,197	–	–	0.81%	31
2025 Q2	$861K	Sell	18,197 -16,645	-48%	-$700K	0.77%	31
2025 Q1	$1.45M	Sell	34,842 -400	-1%	-$17.8K	1.36%	15
2024 Q4	$1.55M	Sell	35,242 -850	-2%	-$37.4K	1.37%	17
2024 Q3	$1.43M	Buy	36,092 +1,147	+3%	+$46K	1.29%	19
2024 Q2	$1.39M	Sell	34,945 -125	-0.4%	-$4.79K	1.32%	17
2024 Q1	$1.33M	Sell	35,070 -2,408	-6%	-$82.7K	1.24%	18
2023 Q4	$1.26M	Buy	+37,478	New	+$1.09M	1.2%	22

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MeadowBrook Investment Advisors's BAC Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Bank of America (BAC) position steady in Q2 2026 at 17,257 shares worth $983K. The position accounts for 0.78% of the portfolio, ranked #35.

MeadowBrook Investment Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2024. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

MeadowBrook Investment Advisors held 17,257 shares of Bank of America worth $983K as of Q2 2026.
MeadowBrook Investment Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.78% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #35 holding.
MeadowBrook Investment Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's Bank of America position peaked at $1.55M in Q4 2024.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.