MWA
BAC icon

Medallion Wealth Advisors’s Bank of America BAC Stock Holding History

Medallion Wealth 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 		$550K Buy
9,656
+98
+1% +$5.21K 0.17% 121
2026
Q1 		$466K Buy
9,558
+3
+0% +$155 0.15% 134
2025
Q4 		$526K Buy
9,555
+1,241
+15% +$65.6K 0.18% 120
2025
Q3 		$429K Buy
8,314
+57
+0.7% +$2.78K 0.15% 140
2025
Q2 		$397K Buy
8,257
+431
+6% +$18.1K 0.15% 138
2025
Q1 		$325K Buy
7,826
+1,338
+21% +$59.6K 0.15% 146
2024
Q4 		$284K Buy
+6,488
New +$285K 0.14% 153

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

Medallion Wealth Advisors's BAC Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Bank of America (BAC) stake by 1% in Q2 2026, buying an estimated $5.21K and bringing the position to 9,656 shares worth $550K. The position accounts for 0.17% of the portfolio, ranked #121.

Medallion Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Medallion Wealth Advisors held 9,656 shares of Bank of America worth $550K as of Q2 2026.
  • Medallion Wealth Advisors bought 98 Bank of America shares in Q2 2026, an estimated $5.21K.
  • Bank of America made up 0.17% of Medallion Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Medallion Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.