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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
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

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

Midwest Financial Group's BAC Position: Q2 2026 in Review

Midwest Financial Group reduced its Bank of America (BAC) stake by 1.6% in Q2 2026, selling an estimated $5.26K and leaving 6,011 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #106.

Midwest Financial Group first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Midwest Financial Group held 6,011 shares of Bank of America worth $343K as of Q2 2026.
  • Midwest Financial Group sold 99 Bank of America shares in Q2 2026, an estimated $5.26K.
  • Bank of America made up 0.12% of Midwest Financial Group's portfolio in Q2 2026, its #106 holding.
  • Midwest Financial Group first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.