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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 3,621 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.
  • 3,621 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.