MFG Wealth Management’s Bank of America BAC Stock Holding History

MFG Wealth 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 Q3	$1.58M	Sell	29,052 -179	-0.6%	-$10.9K	1.15%	46
2026 Q2	$1.67M	Buy	29,231 +1,925	+7%	+$102K	1.19%	41
2026 Q1	$1.33M	Sell	27,306 -785	-3%	-$40.5K	1.1%	49
2025 Q4	$1.55M	Buy	28,091 +143	+0.5%	+$7.56K	1.2%	41
2025 Q3	$1.44M	Sell	27,948 -11,989	-30%	-$585K	1.09%	49
2025 Q2	$1.89M	Buy	39,937 +175	+0.4%	+$7.36K	1.59%	32
2025 Q1	$1.66M	Buy	39,762 +153	+0.4%	+$6.82K	1.59%	32
2024 Q4	$1.74M	Buy	+39,609	New	+$1.74M	1.59%	31

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

MFG Wealth Management's BAC Position: Q3 2026 in Review

MFG Wealth Management reduced its Bank of America (BAC) stake by 0.61% in Q3 2026, selling an estimated $10.9K and leaving 29,052 shares worth $1.58M. The position accounts for 1.15% of the portfolio, ranked #46.

MFG Wealth Management first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q2 2025. 843 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

MFG Wealth Management held 29,052 shares of Bank of America worth $1.58M as of Q3 2026.
MFG Wealth Management sold 179 Bank of America shares in Q3 2026, an estimated $10.9K.
Bank of America made up 1.15% of MFG Wealth Management's portfolio in Q3 2026, its #46 holding.
MFG Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
MFG Wealth Management's Bank of America position peaked at $1.89M in Q2 2025.
843 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.