Meeder Advisory Services’s Bank of America BAC Stock Holding History

Meeder Advisory Services’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 Q1	$6.72M	Sell	137,891 -64	-0%	-$3.3K	0.28%	55
2025 Q4	$7.59M	Buy	137,955 +13,378	+11%	+$707K	0.33%	45
2025 Q3	$6.43M	Buy	124,577 +4,471	+4%	+$218K	0.3%	46
2025 Q2	$5.68M	Buy	120,106 +2,010	+2%	+$84.6K	0.29%	48
2025 Q1	$4.93M	Buy	118,096 +1,021	+0.9%	+$45.5K	0.3%	50
2024 Q4	$5.15M	Buy	117,075 +886	+0.8%	+$39K	0.32%	44
2024 Q3	$4.61M	Sell	116,189 -6,868	-6%	-$275K	0.3%	51
2024 Q2	$4.89M	Buy	123,057 +41,915	+52%	+$1.61M	0.35%	42
2024 Q1	$3.08M	Buy	81,142 +5,913	+8%	+$203K	0.31%	50
2023 Q4	$2.53M	Buy	75,229 +3,392	+5%	+$98.8K	0.29%	58
2023 Q3	$1.97M	Sell	71,837 -14,278	-17%	-$422K	0.25%	66
2023 Q2	$2.47M	Sell	86,115 -9,745	-10%	-$278K	0.27%	61
2023 Q1	$2.74M	Sell	95,860 -5,929	-6%	-$196K	0.32%	51
2022 Q4	$3.37M	Buy	+101,789	New	+$3.51M	0.43%	41

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meeder Advisory Services's BAC Position: Q1 2026 in Review

Meeder Advisory Services reduced its Bank of America (BAC) stake by 0.05% in Q1 2026, selling an estimated $3.3K and leaving 137,891 shares worth $6.72M. The position accounts for 0.28% of the portfolio, ranked #55.

Meeder Advisory Services first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.59M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Meeder Advisory Services held 137,891 shares of Bank of America worth $6.72M as of Q1 2026.
Meeder Advisory Services sold 64 Bank of America shares in Q1 2026, an estimated $3.3K.
Bank of America made up 0.28% of Meeder Advisory Services's portfolio in Q1 2026, its #55 holding.
Meeder Advisory Services first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Bank of America position peaked at $7.59M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.