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 Q3	$312K	Buy	5,727 +134	+2%	+$8.16K	0.19%	111
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

MFA Wealth Services's BAC Position: Q3 2026 in Review

MFA Wealth Services increased its Bank of America (BAC) stake by 2.4% in Q3 2026, buying an estimated $8.16K and bringing the position to 5,727 shares worth $312K. The position accounts for 0.19% of the portfolio, ranked #111.

MFA Wealth Services first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $319K in Q2 2026. 920 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

MFA Wealth Services held 5,727 shares of Bank of America worth $312K as of Q3 2026.
MFA Wealth Services bought 134 Bank of America shares in Q3 2026, an estimated $8.16K.
Bank of America made up 0.19% of MFA Wealth Services's portfolio in Q3 2026, its #111 holding.
MFA Wealth Services first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Bank of America position peaked at $319K in Q2 2026.
920 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.