Mendota Financial Group’s Bank of America BAC Stock Holding History

Mendota Financial 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
2024 Q4	–	Sell	-13	Closed	-$516	–	458
2024 Q3	$516	Buy	+13	New	+$521	﹤0.01%	389
2024 Q2	–	Sell	-645	Closed	-$24.5K	–	390
2024 Q1	$24.5K	Hold	645	–	–	0.01%	207
2023 Q4	$21.7K	Hold	645	–	–	0.02%	240
2023 Q3	$17.7K	Sell	645 -450	-41%	-$13.3K	0.02%	176
2023 Q2	$31.4K	Hold	1,095	–	–	0.04%	153
2023 Q1	$45.1K	Hold	1,095	–	–	0.05%	147
2022 Q4	$36.3K	Buy	+1,095	New	+$37.7K	0.05%	148

Other funds holding BAC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mendota Financial Group's BAC Position: Q4 2024 in Review

Mendota Financial Group sold out of Bank of America (BAC) in Q4 2024, closing a stake of 13 shares — an estimated $516 sold.

Mendota Financial Group first reported a position in BAC in Q4 2022 and held it in 7 quarters. The position peaked at $45.1K in Q1 2023. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

Mendota Financial Group reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 13 Bank of America shares in Q4 2024, an estimated $516.
Mendota Financial Group first reported a position in Bank of America in Q4 2022 and held it in 7 quarters.
Mendota Financial Group's Bank of America position peaked at $45.1K in Q1 2023.
3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.