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Mitchell & Pahl Private Wealth’s Bank of America BAC Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.94M Sell
51,679
-121
-0.2% -$6.43K 1.08% 31
2026
Q1 		$2.53M Sell
51,800
-2,730
-5% -$141K 1.03% 40
2025
Q4 		$3M Buy
54,530
+28,205
+107% +$1.49M 1.24% 20
2025
Q3 		$1.36M Sell
26,325
-514
-2% -$25.1K 0.57% 66
2025
Q2 		$1.27M Sell
26,839
-592
-2% -$24.9K 0.56% 69
2025
Q1 		$1.14M Sell
27,431
-117
-0.4% -$5.21K 0.53% 67
2024
Q4 		$1.21M Sell
27,548
-759
-3% -$33.4K 0.57% 64
2024
Q3 		$1.12M Sell
28,307
-488
-2% -$19.6K 0.52% 68
2024
Q2 		$1.15M Buy
28,795
+28
+0.1% +$1.07K 0.6% 59
2024
Q1 		$1.09M Sell
28,767
-2,137
-7% -$73.4K 0.57% 67
2023
Q4 		$1.04M Sell
30,904
-2,459
-7% -$71.6K 0.59% 62
2023
Q3 		$913K Sell
33,363
-641
-2% -$19K 0.54% 63
2023
Q2 		$976K Sell
34,004
-1,167
-3% -$33.3K 0.59% 57
2023
Q1 		$1.01M Sell
35,171
-836
-2% -$27.6K 0.63% 58
2022
Q4 		$1.19M Sell
36,007
-2,427
-6% -$83.6K 0.78% 45
2022
Q3 		$1.16M Sell
38,434
-2,782
-7% -$93K 0.86% 39
2022
Q2 		$1.28M Sell
41,216
-2,795
-6% -$101K 0.89% 35
2022
Q1 		$1.81M Sell
44,011
-618
-1% -$27.9K 1.15% 22
2021
Q4 		$1.99M Sell
44,629
-621
-1% -$28.3K 1.27% 18
2021
Q3 		$1.92M Sell
45,250
-52
-0.1% -$2.1K 1.38% 16
2021
Q2 		$1.87M Sell
45,302
-240
-0.5% -$9.84K 1.34% 18
2021
Q1 		$1.76M Sell
45,542
-979
-2% -$33.8K 1.37% 16
2020
Q4 		$1.41M Buy
+46,521
New +$1.25M 1.19% 25

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

Mitchell & Pahl Private Wealth's BAC Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Bank of America (BAC) stake by 0.23% in Q2 2026, selling an estimated $6.43K and leaving 51,679 shares worth $2.94M. The position accounts for 1.08% of the portfolio, ranked #31.

Mitchell & Pahl Private Wealth first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $3M in Q4 2025. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 51,679 shares of Bank of America worth $2.94M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 121 Bank of America shares in Q2 2026, an estimated $6.43K.
  • Bank of America made up 1.08% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #31 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Bank of America position peaked at $3M in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.