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MKT Advisors’s Bank of America BAC Stock Holding History

MKT Advisors’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 		$598K Buy
9,990
+88
+0.9% +$4.68K 0.19% 68
2026
Q1 		$498K Sell
9,902
-21
-0.2% -$1.08K 0.17% 74
2025
Q4 		$565K Buy
9,923
+3
+0% +$159 0.19% 73
2025
Q3 		$503K Buy
9,920
+36
+0.4% +$1.76K 0.19% 77
2025
Q2 		$476K Buy
9,884
+67
+0.7% +$2.82K 0.19% 75
2025
Q1 		$349K Sell
9,817
-49
-0.5% -$2.18K 0.16% 90
2024
Q4 		$459K Buy
9,866
+1,690
+21% +$74.4K 0.2% 76
2024
Q3 		$321K Hold
8,176
– – 0.15% 103
2024
Q2 		$339K Sell
8,176
-601
-7% -$23K 0.17% 97
2024
Q1 		$322K Buy
8,777
+917
+12% +$31.5K 0.18% 102
2023
Q4 		$271K Buy
7,860
+85
+1% +$2.48K 0.18% 113
2023
Q3 		$208K Sell
7,775
-184
-2% -$5.44K 0.16% 126
2023
Q2 		$254K Sell
7,959
-2,344
-23% -$66.9K 0.18% 107
2023
Q1 		$285K Sell
10,303
-236
-2% -$7.79K 0.21% 96
2022
Q4 		$362K Buy
10,539
+364
+4% +$12.5K 0.27% 73
2022
Q3 		$307K Sell
10,175
-703
-6% -$23.5K 0.27% 79
2022
Q2 		$342K Buy
10,878
+136
+1% +$4.9K 0.27% 80
2022
Q1 		$391K Buy
10,742
+191
+2% +$8.62K 0.3% 73
2021
Q4 		$484K Buy
+10,551
New +$481K 0.38% 58

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

MKT Advisors's BAC Position: Q2 2026 in Review

MKT Advisors increased its Bank of America (BAC) stake by 0.89% in Q2 2026, buying an estimated $4.68K and bringing the position to 9,990 shares worth $598K. The position accounts for 0.19% of the portfolio, ranked #68.

MKT Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MKT Advisors held 9,990 shares of Bank of America worth $598K as of Q2 2026.
  • MKT Advisors bought 88 Bank of America shares in Q2 2026, an estimated $4.68K.
  • Bank of America made up 0.19% of MKT Advisors's portfolio in Q2 2026, its #68 holding.
  • MKT Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.