MN Wealth Advisors
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MN Wealth Advisors’s Bank of America BAC Stock Holding History

MN Wealth 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
Q3 		$309K Buy
5,681
+821
+17% +$50K 0.13% 108
2026
Q2 		$277K Buy
4,860
+549
+13% +$29.2K 0.12% 110
2026
Q1 		$210K Buy
+4,311
New +$222K 0.1% 117

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

MN Wealth Advisors's BAC Position: Q3 2026 in Review

MN Wealth Advisors increased its Bank of America (BAC) stake by 17% in Q3 2026, buying an estimated $50K and bringing the position to 5,681 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #108.

MN Wealth Advisors first reported a position in BAC in Q1 2026 and has held it in 3 quarters since. 1,288 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • MN Wealth Advisors held 5,681 shares of Bank of America worth $309K as of Q3 2026.
  • MN Wealth Advisors bought 821 Bank of America shares in Q3 2026, an estimated $50K.
  • Bank of America made up 0.13% of MN Wealth Advisors's portfolio in Q3 2026, its #108 holding.
  • MN Wealth Advisors first reported a position in Bank of America in Q1 2026 and has held it in 3 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.