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 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

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

MFG Wealth Management's BAC Position: Q2 2026 in Review

MFG Wealth Management increased its Bank of America (BAC) stake by 7% in Q2 2026, buying an estimated $102K and bringing the position to 29,231 shares worth $1.67M. The position accounts for 1.19% of the portfolio, ranked #41.

MFG Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q2 2025. 839 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

MFG Wealth Management held 29,231 shares of Bank of America worth $1.67M as of Q2 2026.
MFG Wealth Management bought 1,925 Bank of America shares in Q2 2026, an estimated $102K.
Bank of America made up 1.19% of MFG Wealth Management's portfolio in Q2 2026, its #41 holding.
MFG Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
MFG Wealth Management's Bank of America position peaked at $1.89M in Q2 2025.
839 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.