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

MinichMacGregor 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
Q2 		$304K Buy
5,335
+21
+0.4% +$1.12K 0.05% 115
2026
Q1 		$259K Sell
5,314
-836
-14% -$43.1K 0.05% 108
2025
Q4 		$338K Sell
6,150
-154
-2% -$8.14K 0.06% 93
2025
Q3 		$325K Buy
6,304
+274
+5% +$13.4K 0.06% 102
2025
Q2 		$285K Sell
6,030
-143
-2% -$6.02K 0.06% 97
2025
Q1 		$258K Sell
6,173
-124
-2% -$5.53K 0.06% 107
2024
Q4 		$277K Buy
+6,297
New +$277K 0.06% 101
2023
Q2 		– Sell
-8,606
Closed -$246K – 96
2023
Q1 		$246K Buy
8,606
+6,113
+245% +$202K 0.08% 82
2022
Q4 		$82.6K Buy
+2,493
New +$85.9K 0.03% 134
2020
Q2 		– Sell
-35,397
Closed -$785K – 63
2020
Q1 		$785K Buy
+35,397
New +$1.06M 0.7% 41
2018
Q4 		– Sell
-1,325
Closed -$39K – 130
2018
Q3 		$39K Sell
1,325
-249
-16% -$7.58K 0.03% 139
2018
Q2 		$44K Sell
1,574
-429
-21% -$12.8K 0.03% 120
2018
Q1 		$60K Buy
2,003
+67
+3% +$2.1K 0.05% 100
2017
Q4 		$57K Buy
1,936
+501
+35% +$13.8K 0.04% 100
2017
Q3 		$36K Sell
1,435
-8
-0.6% -$194 0.03% 128
2017
Q2 		$35K Sell
1,443
-306
-17% -$7.13K 0.03% 121
2017
Q1 		$41K Buy
1,749
+509
+41% +$12.1K 0.04% 114
2016
Q4 		$27K Buy
1,240
+20
+2% +$385 0.03% 144
2016
Q3 		$19K Sell
1,220
-205
-14% -$3.05K 0.02% 186
2016
Q2 		$18K Buy
1,425
+2
+0.1% +$28 0.02% 184
2016
Q1 		$19K Buy
1,423
+174
+14% +$2.35K 0.02% 179
2015
Q4 		$20K Buy
+1,249
New +$21.1K 0.02% 164

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MinichMacGregor Wealth Management's BAC Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Bank of America (BAC) stake by 0.4% in Q2 2026, buying an estimated $1.12K and bringing the position to 5,335 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #115.

MinichMacGregor Wealth Management first reported a position in BAC in Q4 2015 and has held it in 22 quarters since. The position peaked at $785K in Q1 2020. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MinichMacGregor Wealth Management held 5,335 shares of Bank of America worth $304K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 21 Bank of America shares in Q2 2026, an estimated $1.12K.
  • Bank of America made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #115 holding.
  • MinichMacGregor Wealth Management first reported a position in Bank of America in Q4 2015 and has held it in 22 quarters since.
  • MinichMacGregor Wealth Management's Bank of America position peaked at $785K in Q1 2020.
  • 1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.