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

MidWestOne 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
2025
Q4 		$1M Sell
18,207
-2,343
-11% -$124K 0.11% 164
2025
Q3 		$1.06M Sell
20,550
-7,069
-26% -$345K 0.13% 149
2025
Q2 		$1.31M Buy
27,619
+22,300
+419% +$938K 0.17% 127
2025
Q1 		$222K Sell
5,319
-14,695
-73% -$655K 0.03% 260
2024
Q4 		$880K Buy
20,014
+300
+2% +$13.2K 0.12% 162
2024
Q3 		$782K Buy
19,714
+1,387
+8% +$55.6K 0.11% 184
2024
Q2 		$729K Sell
18,327
-782
-4% -$30K 0.13% 181
2024
Q1 		$725K Sell
19,109
-6,603
-26% -$227K 0.13% 188
2023
Q4 		$866K Buy
25,712
+355
+1% +$10.3K 0.16% 150
2023
Q3 		$694K Sell
25,357
-1,901
-7% -$56.2K 0.16% 157
2023
Q2 		$782K Sell
27,258
-15,944
-37% -$455K 0.17% 154
2023
Q1 		$1.24M Buy
43,202
+19,849
+85% +$655K 0.28% 88
2022
Q4 		$773K Buy
+23,353
New +$804K 0.17% 135
2020
Q4 		– Sell
-19,619
Closed -$473K – 212
2020
Q3 		$473K Buy
19,619
+2,373
+14% +$59.1K 0.16% 144
2020
Q2 		$410K Buy
+17,246
New +$407K 0.17% 95
2020
Q1 		– Sell
-14,441
Closed -$507K – 202
2019
Q4 		$507K Buy
14,441
+4,650
+47% +$150K 0.11% 146
2019
Q3 		$285K Buy
9,791
+1,686
+21% +$48.5K 0.09% 178
2019
Q2 		$235K Buy
+8,105
New +$234K 0.06% 236

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MidWestOne Financial Group's BAC Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Bank of America (BAC) stake by 11% in Q4 2025, selling an estimated $124K and leaving 18,207 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #164.

MidWestOne Financial Group first reported a position in BAC in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.31M in Q2 2025. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • MidWestOne Financial Group held 18,207 shares of Bank of America worth $1M as of Q4 2025.
  • MidWestOne Financial Group sold 2,343 Bank of America shares in Q4 2025, an estimated $124K.
  • Bank of America made up 0.11% of MidWestOne Financial Group's portfolio in Q4 2025, its #164 holding.
  • MidWestOne Financial Group first reported a position in Bank of America in Q2 2019 and has held it in 18 quarters since.
  • MidWestOne Financial Group's Bank of America position peaked at $1.31M in Q2 2025.
  • 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.