MFT
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Moisand Fitzgerald Tamayo’s Bank of America BAC Stock Holding History

Moisand Fitzgerald Tamayo’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 		$81.6K Buy
1,431
+1
+0.1% +$53 0.01% 174
2026
Q1 		$69.7K Buy
1,430
+1
+0.1% +$52 0.01% 172
2025
Q4 		$78.6K Buy
1,429
+2
+0.1% +$106 0.01% 165
2025
Q3 		$73.6K Buy
1,427
+1
+0.1% +$49 0.01% 165
2025
Q2 		$67.5K Buy
1,426
+1
+0.1% +$42 0.01% 170
2025
Q1 		$59.5K Buy
1,425
+2
+0.1% +$89 0.01% 174
2024
Q4 		$62.6K Buy
1,423
+1
+0.1% +$44 0.01% 171
2024
Q3 		$56.4K Sell
1,422
-99
-7% -$3.97K 0.01% 183
2024
Q2 		$60.5K Buy
1,521
+3
+0.2% +$115 0.01% 164
2024
Q1 		$57.5K Sell
1,518
-98
-6% -$3.36K 0.01% 167
2023
Q4 		$54.4K Sell
1,616
-1,512
-48% -$44K 0.01% 168
2023
Q3 		$85.6K Buy
3,128
+1,316
+73% +$38.9K 0.02% 135
2023
Q2 		$52K Buy
1,812
+2
+0.1% +$57 0.01% 167
2023
Q1 		$51.8K Sell
1,810
-99
-5% -$3.27K 0.01% 176
2022
Q4 		$63.2K Buy
1,909
+316
+20% +$10.9K 0.01% 156
2022
Q3 		$48K Buy
1,593
+585
+58% +$19.6K 0.01% 163
2022
Q2 		$31K Buy
1,008
+648
+180% +$23.3K 0.01% 190
2022
Q1 		$15K Sell
360
-460
-56% -$20.8K 0.01% 157
2021
Q4 		$36K Hold
820
– – 0.01% 169
2021
Q3 		$35K Buy
820
+1
+0.1% +$40 0.01% 170
2021
Q2 		$34K Sell
819
-199
-20% -$8.16K 0.01% 173
2021
Q1 		$39K Buy
1,018
+301
+42% +$10.4K 0.02% 137
2020
Q4 		$22K Buy
717
+1
+0.1% +$27 0.01% 164
2020
Q3 		$17K Sell
716
-131
-15% -$3.26K 0.01% 167
2020
Q2 		$20K Buy
847
+135
+19% +$3.19K 0.01% 151
2020
Q1 		$15K Buy
712
+1
+0.1% +$30 0.01% 160
2019
Q4 		$25K Buy
711
+1
+0.1% +$32 0.01% 151
2019
Q3 		$21K Buy
710
+3
+0.4% +$86 0.01% 156
2019
Q2 		$21K Sell
707
-399
-36% -$11.5K 0.01% 153
2019
Q1 		$31K Hold
1,106
– – 0.02% 140
2018
Q4 		$27K Sell
1,106
-198
-15% -$5.37K 0.02% 139
2018
Q3 		$38K Sell
1,304
-199
-13% -$6.06K 0.02% 138
2018
Q2 		$42K Sell
1,503
-803
-35% -$24K 0.02% 127
2018
Q1 		$69K Buy
2,306
+1,206
+110% +$37.9K 0.04% 111
2017
Q4 		$32K Sell
1,100
-110
-9% -$3.03K 0.02% 124
2017
Q3 		$31K Buy
+1,210
New +$29.4K 0.02% 136
2016
Q2 		– Sell
-1,100
Closed -$15K – 64
2016
Q1 		$15K Buy
1,100
+1,000
+1,000% +$13.5K 0.01% 143
2015
Q4 		$2K Buy
+100
New +$1.69K ﹤0.01% 193

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

Moisand Fitzgerald Tamayo's BAC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Bank of America (BAC) stake by 0.07% in Q2 2026, buying an estimated $53 and bringing the position to 1,431 shares worth $81.6K. The position accounts for 0.01% of the portfolio, ranked #174.

Moisand Fitzgerald Tamayo first reported a position in BAC in Q4 2015 and has held it in 38 quarters since. The position peaked at $85.6K in Q3 2023. 950 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 1,431 shares of Bank of America worth $81.6K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 1 Bank of America share in Q2 2026, an estimated $53.
  • Bank of America made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #174 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Bank of America in Q4 2015 and has held it in 38 quarters since.
  • Moisand Fitzgerald Tamayo's Bank of America position peaked at $85.6K in Q3 2023.
  • 950 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.