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Mosaic Family Wealth Partners’s Bank of America BAC Stock Holding History

Mosaic Family Wealth Partners’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 		$4.04M Buy
70,981
+31,251
+79% +$1.66M 0.27% 59
2026
Q1 		$1.94M Buy
39,730
+195
+0.5% +$10.1K 0.2% 68
2025
Q4 		$2.17M Sell
39,535
-29
-0.1% -$1.53K 0.24% 54
2025
Q3 		$2.07M Buy
39,564
+825
+2% +$40.2K 0.24% 46
2025
Q2 		$1.83M Sell
38,739
-1,246
-3% -$52.4K 0.23% 49
2025
Q1 		$1.67M Buy
39,985
+2,531
+7% +$113K 0.24% 48
2024
Q4 		$1.65M Buy
37,454
+28
+0.1% +$1.23K 0.24% 48
2024
Q3 		$1.49M Sell
37,426
-49
-0.1% -$1.96K 0.22% 53
2024
Q2 		$1.49M Sell
37,475
-954
-2% -$36.6K 0.24% 51
2024
Q1 		$1.46M Sell
38,429
-695
-2% -$23.9K 0.24% 48
2023
Q4 		$1.32M Buy
39,124
+746
+2% +$21.7K 0.23% 49
2023
Q3 		$1.05M Sell
38,378
-95
-0.2% -$2.81K 0.21% 52
2023
Q2 		$1.1M Sell
38,473
-6
-0% -$171 0.22% 52
2023
Q1 		$1.1M Buy
38,479
+8
+0% +$264 0.23% 51
2022
Q4 		$1.27M Buy
+38,471
New +$1.33M 0.36% 46

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

Mosaic Family Wealth Partners's BAC Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Bank of America (BAC) stake by 79% in Q2 2026, buying an estimated $1.66M and bringing the position to 70,981 shares worth $4.04M. The position accounts for 0.27% of the portfolio, ranked #59.

Mosaic Family Wealth Partners first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mosaic Family Wealth Partners held 70,981 shares of Bank of America worth $4.04M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 31,251 Bank of America shares in Q2 2026, an estimated $1.66M.
  • Bank of America made up 0.27% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Mosaic Family Wealth Partners first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.