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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mindset Wealth Management's BAC Position: Q1 2026 in Review

Mindset Wealth Management increased its Bank of America (BAC) stake by 0.51% in Q1 2026, buying an estimated $2.84K and bringing the position to 10,737 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #80.

Mindset Wealth Management first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $588K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Mindset Wealth Management held 10,737 shares of Bank of America worth $523K as of Q1 2026.
Mindset Wealth Management bought 55 Bank of America shares in Q1 2026, an estimated $2.84K.
Bank of America made up 0.14% of Mindset Wealth Management's portfolio in Q1 2026, its #80 holding.
Mindset Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
Mindset Wealth Management's Bank of America position peaked at $588K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.