MFA Wealth Services’s Bank of America BAC Stock Holding History

MFA Wealth 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 Q2	$319K	Sell	5,593 -84	-1%	-$4.47K	0.19%	109
2026 Q1	$277K	Buy	5,677 +24	+0.4%	+$1.24K	0.18%	110
2025 Q4	$311K	Buy	5,653 +55	+1%	+$2.91K	0.21%	96
2025 Q3	$289K	Buy	5,598 +30	+0.5%	+$1.46K	0.2%	98
2025 Q2	$263K	Buy	5,568 +202	+4%	+$8.5K	0.2%	99
2025 Q1	$224K	Buy	5,366 +30	+0.6%	+$1.34K	0.18%	100
2024 Q4	$235K	Buy	+5,336	New	+$235K	0.19%	99

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MFA Wealth Services's BAC Position: Q2 2026 in Review

MFA Wealth Services reduced its Bank of America (BAC) stake by 1.5% in Q2 2026, selling an estimated $4.47K and leaving 5,593 shares worth $319K. The position accounts for 0.19% of the portfolio, ranked #109.

MFA Wealth Services first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

MFA Wealth Services held 5,593 shares of Bank of America worth $319K as of Q2 2026.
MFA Wealth Services sold 84 Bank of America shares in Q2 2026, an estimated $4.47K.
Bank of America made up 0.19% of MFA Wealth Services's portfolio in Q2 2026, its #109 holding.
MFA Wealth Services first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.