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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Midwest Financial Group's BAC Position: Q1 2026 in Review

Midwest Financial Group increased its Bank of America (BAC) stake by 8.9% in Q1 2026, buying an estimated $25.8K and bringing the position to 6,110 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #100.

Midwest Financial Group first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $309K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Midwest Financial Group held 6,110 shares of Bank of America worth $298K as of Q1 2026.
Midwest Financial Group bought 500 Bank of America shares in Q1 2026, an estimated $25.8K.
Bank of America made up 0.13% of Midwest Financial Group's portfolio in Q1 2026, its #100 holding.
Midwest Financial Group first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
Midwest Financial Group's Bank of America position peaked at $309K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.