MOKAN Wealth Management’s Bank of America BAC Stock Holding History

MOKAN Wealth Management’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	$206K	Buy	+3,620	New	+$193K	0.08%	95

Other funds holding BAC

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MOKAN Wealth Management's BAC Position: Q2 2026 in Review

MOKAN Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 3,620 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings.

1,761 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

MOKAN Wealth Management held 3,620 shares of Bank of America worth $206K as of Q2 2026.
Bank of America was a new MOKAN Wealth Management position in Q2 2026.
Bank of America made up 0.08% of MOKAN Wealth Management's portfolio in Q2 2026, its #95 holding.
1,761 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.