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Mirador Capital Partners’s Bank of America BAC Stock Holding History

Mirador Capital Partners’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 		$530K Hold
9,296
– – 0.06% 153
2026
Q1 		$453K Sell
9,296
-233
-2% -$12K 0.06% 151
2025
Q4 		$524K Sell
9,529
-81
-0.8% -$4.28K 0.07% 145
2025
Q3 		$496K Sell
9,610
-251
-3% -$12.2K 0.07% 148
2025
Q2 		$467K Buy
9,861
+1,550
+19% +$65.2K 0.08% 145
2025
Q1 		$347K Buy
8,311
+283
+4% +$12.6K 0.06% 154
2024
Q4 		$353K Sell
8,028
-47
-0.6% -$2.07K 0.06% 149
2024
Q3 		$320K Buy
8,075
+43
+0.5% +$1.72K 0.06% 159
2024
Q2 		$319K Hold
8,032
– – 0.06% 151
2024
Q1 		$305K Sell
8,032
-140
-2% -$4.81K 0.06% 157
2023
Q4 		$275K Sell
8,172
-11,291
-58% -$329K 0.06% 156
2023
Q3 		$533K Sell
19,463
-68,130
-78% -$2.02M 0.12% 114
2023
Q2 		$2.51M Sell
87,593
-100,266
-53% -$2.86M 0.6% 51
2023
Q1 		$5.37M Buy
187,859
+83,537
+80% +$2.76M 1.27% 20
2022
Q4 		$3.46M Buy
104,322
+4,956
+5% +$171K 0.82% 32
2022
Q3 		$3M Sell
99,366
-332
-0.3% -$11.1K 0.72% 39
2022
Q2 		$3.1M Buy
99,698
+23,907
+32% +$861K 0.73% 39
2022
Q1 		$3.12M Buy
75,791
+64,563
+575% +$2.91M 0.63% 43
2021
Q4 		$500K Buy
11,228
+185
+2% +$8.43K 0.11% 145
2021
Q3 		$469K Buy
11,043
+2
+0% +$81 0.11% 141
2021
Q2 		$455K Buy
11,041
+484
+5% +$19.8K 0.1% 146
2021
Q1 		$408K Buy
10,557
+1,745
+20% +$60.2K 0.1% 129
2020
Q4 		$267K Sell
8,812
-662
-7% -$17.7K 0.07% 153
2020
Q3 		$228K Sell
9,474
-940
-9% -$23.4K 0.07% 153
2020
Q2 		$247K Buy
10,414
+4
+0% +$95 0.09% 136
2020
Q1 		$233K Sell
10,410
-1,693
-14% -$50.8K 0.1% 125
2019
Q4 		$426K Buy
12,103
+1,529
+14% +$49.4K 0.17% 117
2019
Q3 		$308K Sell
10,574
-9
-0.1% -$259 0.14% 134
2019
Q2 		$307K Sell
10,583
-10
-0.1% -$288 0.15% 112
2019
Q1 		$292K Sell
10,593
-431
-4% -$12.2K 0.16% 111
2018
Q4 		$272K Sell
11,024
-2,328
-17% -$63.2K 0.17% 107
2018
Q3 		$393K Buy
13,352
+4,175
+45% +$127K 0.19% 100
2018
Q2 		$259K Sell
9,177
-4,250
-32% -$127K 0.14% 115
2018
Q1 		$402K Sell
13,427
-81
-0.6% -$2.54K 0.28% 75
2017
Q4 		$399K Sell
13,508
-140
-1% -$3.86K 0.22% 88
2017
Q3 		$350K Sell
13,648
-105
-0.8% -$2.55K 0.21% 95
2017
Q2 		$343K Sell
13,753
-871
-6% -$20.3K 0.21% 93
2017
Q1 		$345K Sell
14,624
-885
-6% -$21K 0.25% 89
2016
Q4 		$343K Sell
15,509
-5,475
-26% -$105K 0.28% 87
2016
Q3 		$328K Sell
20,984
-3,852
-16% -$57.4K 0.29% 72
2016
Q2 		$360K Sell
24,836
-410
-2% -$5.76K 0.36% 65
2016
Q1 		$341K Buy
+25,246
New +$341K 0.38% 66

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Mirador Capital Partners's BAC Position: Q2 2026 in Review

Mirador Capital Partners held its Bank of America (BAC) position steady in Q2 2026 at 9,296 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #153.

Mirador Capital Partners first reported a position in BAC in Q1 2016 and has held it in 42 quarters since. The position peaked at $5.37M in Q1 2023. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mirador Capital Partners held 9,296 shares of Bank of America worth $530K as of Q2 2026.
  • Mirador Capital Partners left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.06% of Mirador Capital Partners's portfolio in Q2 2026, its #153 holding.
  • Mirador Capital Partners first reported a position in Bank of America in Q1 2016 and has held it in 42 quarters since.
  • Mirador Capital Partners's Bank of America position peaked at $5.37M in Q1 2023.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.