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Midland Wealth Advisors’s Bank of America BAC Stock Holding History

Midland Wealth 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
Q2 		$697K Buy
12,232
+533
+5% +$28.3K 0.03% 88
2026
Q1 		$570K Sell
11,699
-3,240
-22% -$167K 0.03% 102
2025
Q4 		$822K Sell
14,939
-4,834
-24% -$256K 0.04% 78
2025
Q3 		$1.02M Sell
19,773
-3,743
-16% -$183K 0.05% 75
2025
Q2 		$1.11M Sell
23,516
-3,193
-12% -$134K 0.06% 70
2025
Q1 		$1.11M Sell
26,709
-2,027
-7% -$90.3K 0.07% 71
2024
Q4 		$1.26M Sell
28,736
-3,004
-9% -$132K 0.08% 72
2024
Q3 		$1.26M Sell
31,740
-4,124
-11% -$165K 0.07% 72
2024
Q2 		$1.43M Sell
35,864
-797
-2% -$30.5K 0.08% 59
2024
Q1 		$1.39M Sell
36,661
-299
-0.8% -$10.3K 0.09% 64
2023
Q4 		$1.24M Buy
+36,960
New +$1.08M 0.09% 69

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Midland Wealth Advisors's BAC Position: Q2 2026 in Review

Midland Wealth Advisors increased its Bank of America (BAC) stake by 4.6% in Q2 2026, buying an estimated $28.3K and bringing the position to 12,232 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #88.

Midland Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Midland Wealth Advisors held 12,232 shares of Bank of America worth $697K as of Q2 2026.
  • Midland Wealth Advisors bought 533 Bank of America shares in Q2 2026, an estimated $28.3K.
  • Bank of America made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Midland Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Bank of America position peaked at $1.43M in Q2 2024.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.