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Mendel Money Management’s Bank of America BAC Stock Holding History

Mendel Money Management’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 		$337K Sell
6,915
-12,220
-64% -$631K 0.14% 120
2025
Q4 		$1.05M Sell
19,135
-2,175
-10% -$115K 0.44% 65
2025
Q3 		$1.1M Sell
21,310
-16,952
-44% -$827K 0.46% 61
2025
Q2 		$1.81M Sell
38,262
-4,725
-11% -$199K 0.8% 37
2025
Q1 		$1.79M Sell
42,987
-1,345
-3% -$59.9K 0.85% 40
2024
Q4 		$1.95M Sell
44,332
-1,930
-4% -$84.9K 0.87% 37
2024
Q3 		$1.84M Sell
46,262
-345
-0.7% -$13.8K 0.79% 37
2024
Q2 		$1.85M Sell
46,607
-1,835
-4% -$70.3K 0.87% 37
2024
Q1 		$1.84M Sell
48,442
-6,564
-12% -$225K 0.85% 38
2023
Q4 		$1.85M Buy
55,006
+440
+0.8% +$12.8K 0.89% 36
2023
Q3 		$1.49M Sell
54,566
-300
-0.5% -$8.88K 0.8% 39
2023
Q2 		$1.57M Sell
54,866
-300
-0.5% -$8.56K 0.81% 38
2023
Q1 		$1.58M Buy
55,166
+4,855
+10% +$160K 0.85% 35
2022
Q4 		$1.67M Sell
50,311
-6,074
-11% -$209K 0.95% 35
2022
Q3 		$1.7M Sell
56,385
-3,343
-6% -$112K 1.06% 34
2022
Q2 		$1.86M Sell
59,728
-12,067
-17% -$434K 1.11% 33
2022
Q1 		$2.96M Buy
71,795
+18,375
+34% +$829K 1.45% 28
2021
Q4 		$2.38M Sell
53,420
-330
-0.6% -$15K 1.37% 28
2021
Q3 		$2.28M Buy
53,750
+9,340
+21% +$376K 1.43% 27
2021
Q2 		$1.83M Buy
44,410
+7,605
+21% +$312K 1.15% 29
2021
Q1 		$1.42M Buy
+36,805
New +$1.27M 0.93% 31

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendel Money Management's BAC Position: Q1 2026 in Review

Mendel Money Management reduced its Bank of America (BAC) stake by 64% in Q1 2026, selling an estimated $631K and leaving 6,915 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #120.

Mendel Money Management first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.96M in Q1 2022. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Mendel Money Management held 6,915 shares of Bank of America worth $337K as of Q1 2026.
  • Mendel Money Management sold 12,220 Bank of America shares in Q1 2026, an estimated $631K.
  • Bank of America made up 0.14% of Mendel Money Management's portfolio in Q1 2026, its #120 holding.
  • Mendel Money Management first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Mendel Money Management's Bank of America position peaked at $2.96M in Q1 2022.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.