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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

MJT & Associates Financial Advisory's BAC Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Bank of America (BAC) position steady in Q2 2026 at 460 shares worth $26.2K. The position accounts for 0.02% of the portfolio, ranked #111.

MJT & Associates Financial Advisory first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MJT & Associates Financial Advisory held 460 shares of Bank of America worth $26.2K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #111 holding.
  • MJT & Associates Financial Advisory first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • 962 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.