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

Mosley 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
Q3 		$261K Sell
5,042
-262
-5% -$16K 0.08% 149
2026
Q2 		$302K Buy
5,304
+4,593
+646% +$244K 0.1% 134
2026
Q1 		$36.7K Buy
+711
New +$36.7K 0.02% 216

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mosley Wealth Management's BAC Position: Q3 2026 in Review

Mosley Wealth Management reduced its Bank of America (BAC) stake by 4.9% in Q3 2026, selling an estimated $16K and leaving 5,042 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #149.

Mosley Wealth Management first reported a position in BAC in Q1 2026 and has held it in 3 quarters since. The position peaked at $302K in Q2 2026. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Mosley Wealth Management held 5,042 shares of Bank of America worth $261K as of Q3 2026.
  • Mosley Wealth Management sold 262 Bank of America shares in Q3 2026, an estimated $16K.
  • Bank of America made up 0.08% of Mosley Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Mosley Wealth Management first reported a position in Bank of America in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's Bank of America position peaked at $302K in Q2 2026.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.