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Mount Yale Investment Advisors’s Bank of America BAC Stock Holding History

Mount Yale Investment 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
2025
Q1 		– Sell
-1,000
Closed -$2.56K – 541
2024
Q4 		$2.56K Buy
+1,000
New +$44K ﹤0.01% 548

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's BAC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Bank of America (BAC) stake by 0.55% in Q2 2026, selling an estimated $41.4K and leaving 141,354 shares worth $8.05M. The position accounts for 0.15% of the portfolio, ranked #158.

Mount Yale Investment Advisors first reported a position in BAC in Q1 2018 and has held it in 31 quarters since. 3,620 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mount Yale Investment Advisors held 141,354 shares of Bank of America worth $8.05M as of Q2 2026.
  • Mount Yale Investment Advisors sold 778 Bank of America shares in Q2 2026, an estimated $41.4K.
  • Bank of America made up 0.15% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • Mount Yale Investment Advisors first reported a position in Bank of America in Q1 2018 and has held it in 31 quarters since.
  • 3,620 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.