Mindset Wealth Management’s Bank of America BAC Stock Holding History

Mindset Wealth Management’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 Q3	$1.91M	Buy	35,049 +24,486	+232%	+$1.49M	0.34%	27
2026 Q2	$602K	Sell	10,563 -174	-2%	-$9.25K	0.12%	87
2026 Q1	$523K	Buy	10,737 +55	+0.5%	+$2.84K	0.14%	80
2025 Q4	$588K	Buy	10,682 +47	+0.4%	+$2.48K	0.15%	71
2025 Q3	$549K	Buy	10,635 +51	+0.5%	+$2.49K	0.15%	74
2025 Q2	$501K	Buy	10,584 +52	+0.5%	+$2.19K	0.16%	70
2025 Q1	$440K	Buy	10,532 +887	+9%	+$39.5K	0.17%	73
2024 Q4	$424K	Sell	9,645 -2,463	-20%	-$108K	0.15%	74
2024 Q3	$480K	Buy	+12,108	New	+$485K	0.2%	61

Other funds holding BAC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mindset Wealth Management's BAC Position: Q3 2026 in Review

Mindset Wealth Management increased its Bank of America (BAC) stake by 232% in Q3 2026, buying an estimated $1.49M and bringing the position to 35,049 shares worth $1.91M. The position accounts for 0.34% of the portfolio, ranked #27.

Mindset Wealth Management first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Mindset Wealth Management held 35,049 shares of Bank of America worth $1.91M as of Q3 2026.
Mindset Wealth Management bought 24,486 Bank of America shares in Q3 2026, an estimated $1.49M.
Bank of America made up 0.34% of Mindset Wealth Management's portfolio in Q3 2026, its #27 holding.
Mindset Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
815 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.