Mill Creek Capital Advisors’s Bank of America BAC Stock Holding History

Mill Creek Capital Advisors’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	$319K	Sell	6,549 -517	-7%	-$26.7K	0.01%	204
2025 Q4	$389K	Sell	7,066 -70	-1%	-$3.7K	0.01%	183
2025 Q3	$368K	Buy	7,136 +44	+0.6%	+$2.15K	0.01%	192
2025 Q2	$336K	Sell	7,092 -1,491	-17%	-$62.7K	0.01%	198
2025 Q1	$358K	Sell	8,583 -128	-1%	-$5.7K	0.01%	187
2024 Q4	$383K	Buy	8,711 +870	+11%	+$38.3K	0.01%	189
2024 Q3	$311K	Sell	7,841 -1,042	-12%	-$41.8K	0.01%	203
2024 Q2	$353K	Buy	8,883 +827	+10%	+$31.7K	0.01%	191
2024 Q1	$305K	Sell	8,056 -2,682	-25%	-$92.1K	0.01%	189
2023 Q4	$362K	Buy	10,738 +2,150	+25%	+$62.6K	0.01%	175
2023 Q3	$235K	Sell	8,588 -7,243	-46%	-$214K	0.01%	200
2023 Q2	$454K	Sell	15,831 -41,371	-72%	-$1.18M	0.01%	154
2023 Q1	$1.64M	Buy	57,202 +46,922	+456%	+$1.55M	0.06%	76
2022 Q4	$340K	Buy	+10,280	New	+$354K	0.01%	165

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mill Creek Capital Advisors's BAC Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its Bank of America (BAC) stake by 7.3% in Q1 2026, selling an estimated $26.7K and leaving 6,549 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #204.

Mill Creek Capital Advisors first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2023. 3,480 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Mill Creek Capital Advisors held 6,549 shares of Bank of America worth $319K as of Q1 2026.
Mill Creek Capital Advisors sold 517 Bank of America shares in Q1 2026, an estimated $26.7K.
Bank of America made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #204 holding.
Mill Creek Capital Advisors first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's Bank of America position peaked at $1.64M in Q1 2023.
3,480 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.