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Mezzasalma Advisors’s Bank of America BAC Stock Holding History

Mezzasalma 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
Q1 		$601K Buy
12,329
+1,100
+10% +$56.8K 0.15% 83
2025
Q4 		$628K Buy
11,229
+245
+2% +$13K 0.15% 85
2025
Q3 		$567K Buy
10,984
+66
+0.6% +$3.22K 0.15% 85
2025
Q2 		$517K Sell
10,918
-3
-0% -$126 0.16% 79
2025
Q1 		$456K Sell
10,921
-122
-1% -$5.44K 0.16% 84
2024
Q4 		$485K Buy
11,043
+2,121
+24% +$93.3K 0.16% 76
2024
Q3 		$354K Buy
8,922
+418
+5% +$16.8K 0.14% 59
2024
Q2 		$338K Buy
8,504
+1,602
+23% +$61.4K 0.15% 55
2024
Q1 		$262K Buy
+6,902
New +$237K 0.12% 87

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

Mezzasalma Advisors's BAC Position: Q1 2026 in Review

Mezzasalma Advisors increased its Bank of America (BAC) stake by 9.8% in Q1 2026, buying an estimated $56.8K and bringing the position to 12,329 shares worth $601K. The position accounts for 0.15% of the portfolio, ranked #83.

Mezzasalma Advisors first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $628K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Mezzasalma Advisors held 12,329 shares of Bank of America worth $601K as of Q1 2026.
  • Mezzasalma Advisors bought 1,100 Bank of America shares in Q1 2026, an estimated $56.8K.
  • Bank of America made up 0.15% of Mezzasalma Advisors's portfolio in Q1 2026, its #83 holding.
  • Mezzasalma Advisors first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • Mezzasalma Advisors's Bank of America position peaked at $628K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.