MAFA
BAC icon

MJT & Associates Financial Advisory’s Bank of America BAC Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$25K Hold
460
– – 0.02% 101
2026
Q2 		$26.2K Hold
460
– – 0.02% 111
2026
Q1 		$22.4K Hold
460
– – 0.02% 115
2025
Q4 		$25.3K Hold
460
– – 0.02% 111
2025
Q3 		$23.7K Hold
460
– – 0.02% 117
2025
Q2 		$21.8K Hold
460
– – 0.03% 139
2025
Q1 		$19.2K Buy
+460
New +$20.5K 0.02% 149

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's BAC Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Bank of America (BAC) position steady in Q3 2026 at 460 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #101.

MJT & Associates Financial Advisory first reported a position in BAC in Q1 2025 and has held it in 7 quarters since. The position peaked at $26.2K in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • MJT & Associates Financial Advisory held 460 shares of Bank of America worth $25K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #101 holding.
  • MJT & Associates Financial Advisory first reported a position in Bank of America in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Bank of America position peaked at $26.2K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.