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MMBG Investment Advisors’s Bank of America BAC Stock Holding History

MMBG Investment 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 		$13M Buy
228,673
+8,865
+4% +$471K 1.03% 20
2026
Q1 		$10.7M Sell
219,808
-8,958
-4% -$462K 0.98% 21
2025
Q4 		$12.6M Sell
228,766
-9,647
-4% -$510K 1.06% 21
2025
Q3 		$12.3M Buy
238,413
+1,280
+0.5% +$62.4K 1.09% 20
2025
Q2 		$11.2M Sell
237,133
-11,240
-5% -$473K 1.12% 22
2025
Q1 		$10.4M Sell
248,373
-27,240
-10% -$1.21M 1.17% 18
2024
Q4 		$12.1M Sell
275,613
-81,125
-23% -$3.57M 1.29% 18
2024
Q3 		$14.2M Sell
356,738
-22,185
-6% -$889K 1.48% 15
2024
Q2 		$15.1M Sell
378,923
-18,420
-5% -$706K 1.62% 14
2024
Q1 		$15.1M Sell
397,343
-9,060
-2% -$311K 1.59% 14
2023
Q4 		$13.7M Sell
406,403
-4,185
-1% -$122K 1.61% 13
2023
Q3 		$11.2M Sell
410,588
-12,340
-3% -$365K 1.42% 13
2023
Q2 		$11.9M Sell
422,928
-26,260
-6% -$749K 1.44% 13
2023
Q1 		$12.8M Sell
449,188
-18,445
-4% -$609K 1.63% 14
2022
Q4 		$15.5M Buy
467,633
+8,080
+2% +$278K 2.05% 11
2022
Q3 		$13.9M Hold
459,553
– – 1.86% 14
2022
Q2 		$14.3M Buy
459,553
+26,155
+6% +$942K 1.77% 14
2022
Q1 		$17.9M Buy
433,398
+450
+0.1% +$20.3K 1.86% 13
2021
Q4 		$19.3M Buy
+432,948
New +$19.7M 1.85% 13

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 $3.37T AUM 44.26% 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

MMBG Investment Advisors's BAC Position: Q2 2026 in Review

MMBG Investment Advisors increased its Bank of America (BAC) stake by 4% in Q2 2026, buying an estimated $471K and bringing the position to 228,673 shares worth $13M. The position accounts for 1.03% of the portfolio, ranked #20.

MMBG Investment Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.3M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MMBG Investment Advisors held 228,673 shares of Bank of America worth $13M as of Q2 2026.
  • MMBG Investment Advisors bought 8,865 Bank of America shares in Q2 2026, an estimated $471K.
  • Bank of America made up 1.03% of MMBG Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • MMBG Investment Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's Bank of America position peaked at $19.3M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.