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

Mission 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
2024
Q1 		– Hold
0
– -$33.7K – 683
2023
Q4 		– Hold
0
– – – 583
2023
Q3 		– Hold
0
– – – 535
2023
Q2 		– Hold
0
– – – 536

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

Mission Wealth Management increased its Bank of America (BAC) stake by 54% in Q2 2026, buying an estimated $3.49M and bringing the position to 186,562 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #102.

Mission Wealth Management first reported a position in BAC in Q2 2015 and has held it in 44 quarters since. 1,872 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mission Wealth Management held 186,562 shares of Bank of America worth $10.6M as of Q2 2026.
  • Mission Wealth Management bought 65,710 Bank of America shares in Q2 2026, an estimated $3.49M.
  • Bank of America made up 0.13% of Mission Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Mission Wealth Management first reported a position in Bank of America in Q2 2015 and has held it in 44 quarters since.
  • 1,872 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.