Mirabella Financial Services’s Bank of America BAC Stock Holding History

Mirabella Financial Services’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	–	Sell	-7,219	Closed	-$352K	–	725
2026 Q1	$352K	Buy	+7,219	New	+$373K	0.03%	419
2024 Q2	–	Sell	-5,402	Closed	-$204K	–	453
2024 Q1	$204K	Sell	5,402 -5,098	-49%	-$175K	0.01%	459
2023 Q4	$354K	Buy	+10,500	New	+$306K	0.05%	258
2023 Q3	–	Sell	-93,532	Closed	-$2.68M	–	382
2023 Q2	$2.68M	Buy	+93,532	New	+$2.67M	0.29%	98
2022 Q4	–	Sell	-37,923	Closed	-$1.16M	–	397
2022 Q3	$1.16M	Sell	37,923 -200,996	-84%	-$6.72M	0.12%	102
2022 Q2	$7.61M	Buy	238,919 +180,267	+307%	+$6.49M	0.75%	18
2022 Q1	$2.52M	Buy	+58,652	New	+$2.65M	0.28%	65
2021 Q3	–	Sell	-21,765	Closed	-$897K	–	432
2021 Q2	$897K	Sell	21,765 -66,109	-75%	-$2.71M	0.16%	130
2021 Q1	$3.4M	Buy	+87,874	New	+$3.03M	1.05%	27
2020 Q4	–	Sell	-12,123	Closed	-$292K	–	323
2020 Q3	$292K	Sell	12,123 -145,287	-92%	-$3.62M	0.04%	215
2020 Q2	$7.05M	Buy	+157,410	New	+$3.72M	1.7%	14
2020 Q1	–	Sell	-414,998	Closed	-$14.6M	–	92
2019 Q4	$14.6M	Buy	+414,998	New	+$13.4M	2.64%	9

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

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

Mirabella Financial Services's BAC Position: Q2 2026 in Review

Mirabella Financial Services sold out of Bank of America (BAC) in Q2 2026, closing a stake of 7,219 shares — an estimated $352K sold.

Mirabella Financial Services first reported a position in BAC in Q4 2019 and held it in 12 quarters. The position peaked at $14.6M in Q4 2019. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Mirabella Financial Services reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 7,219 Bank of America shares in Q2 2026, an estimated $352K.
Mirabella Financial Services first reported a position in Bank of America in Q4 2019 and held it in 12 quarters.
Mirabella Financial Services's Bank of America position peaked at $14.6M in Q4 2019.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.