Millstone Evans Group’s Bank of America BAC Stock Holding History

Millstone Evans 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	$263K	Sell	4,614 -8,538	-65%	-$454K	0.14%	114
2026 Q1	$641K	Sell	13,152 -185	-1%	-$9.55K	0.38%	55
2025 Q4	$734K	Buy	13,337 +1,025	+8%	+$54.2K	0.43%	41
2025 Q3	$635K	Sell	12,312 -115	-0.9%	-$5.61K	0.4%	43
2025 Q2	$588K	Hold	12,427	–	–	0.4%	46
2025 Q1	$519K	Hold	12,427	–	–	0.35%	56
2024 Q4	$546K	Buy	+12,427	New	+$547K	0.37%	54

Other funds holding BAC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Millstone Evans Group's BAC Position: Q2 2026 in Review

Millstone Evans Group reduced its Bank of America (BAC) stake by 65% in Q2 2026, selling an estimated $454K and leaving 4,614 shares worth $263K. The position accounts for 0.14% of the portfolio, ranked #114.

Millstone Evans Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $734K in Q4 2025. 3,108 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Millstone Evans Group held 4,614 shares of Bank of America worth $263K as of Q2 2026.
Millstone Evans Group sold 8,538 Bank of America shares in Q2 2026, an estimated $454K.
Bank of America made up 0.14% of Millstone Evans Group's portfolio in Q2 2026, its #114 holding.
Millstone Evans Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Bank of America position peaked at $734K in Q4 2025.
3,108 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.