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Milford Funds’s Bank of America BAC Stock Holding History

Milford Funds’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 		$181M Sell
3,170,053
-21,419
-0.7% -$1.14M 2.94% 9
2026
Q1 		$156M Sell
3,191,472
-967,425
-23% -$49.9M 3.26% 9
2025
Q4 		$229M Buy
+4,158,897
New +$220M 4.49% 4

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

Milford Funds's BAC Position: Q2 2026 in Review

Milford Funds reduced its Bank of America (BAC) stake by 0.67% in Q2 2026, selling an estimated $1.14M and leaving 3,170,053 shares worth $181M. The position accounts for 2.94% of the portfolio, ranked #9.

Milford Funds first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $229M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Milford Funds held 3,170,053 shares of Bank of America worth $181M as of Q2 2026.
  • Milford Funds sold 21,419 Bank of America shares in Q2 2026, an estimated $1.14M.
  • Bank of America made up 2.94% of Milford Funds's portfolio in Q2 2026, its #9 holding.
  • Milford Funds first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • Milford Funds's Bank of America position peaked at $229M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Milford Funds's 13F filing for Q2 2026, filed 30 Jul 2026.