Midwest Financial Group’s Bank of America BAC Stock Holding History

Midwest Financial Group’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	$327K	Buy	6,012 +1	+0%	+$61	0.11%	111
2026 Q2	$343K	Sell	6,011 -99	-2%	-$5.26K	0.12%	106
2026 Q1	$298K	Buy	6,110 +500	+9%	+$25.8K	0.13%	100
2025 Q4	$309K	Buy	5,610 +1	+0%	+$53	0.14%	95
2025 Q3	$289K	Hold	5,609	–	–	0.14%	97
2025 Q2	$265K	Buy	5,609 +101	+2%	+$4.25K	0.14%	96
2025 Q1	$230K	Buy	5,508 +101	+2%	+$4.5K	0.13%	97
2024 Q4	$238K	Sell	5,407 -75	-1%	-$3.3K	0.14%	100
2024 Q3	$218K	Buy	5,482 +26	+0.5%	+$1.04K	0.13%	98
2024 Q2	$217K	Buy	+5,456	New	+$209K	0.14%	98

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Midwest Financial Group's BAC Position: Q3 2026 in Review

Midwest Financial Group increased its Bank of America (BAC) stake by 0.02% in Q3 2026, buying an estimated $61 and bringing the position to 6,012 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #111.

Midwest Financial Group first reported a position in BAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $343K in Q2 2026. 2,307 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Midwest Financial Group held 6,012 shares of Bank of America worth $327K as of Q3 2026.
Midwest Financial Group bought 1 Bank of America share in Q3 2026, an estimated $61.
Bank of America made up 0.11% of Midwest Financial Group's portfolio in Q3 2026, its #111 holding.
Midwest Financial Group first reported a position in Bank of America in Q2 2024 and has held it in 10 quarters since.
Midwest Financial Group's Bank of America position peaked at $343K in Q2 2026.
2,307 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.