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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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's BAC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Bank of America (BAC) stake by 73% in Q1 2026, buying an estimated $3.1M and bringing the position to 142,132 shares worth $6.93M. The position accounts for 0.16% of the portfolio, ranked #140.

Mount Yale Investment Advisors first reported a position in BAC in Q1 2018 and has held it in 30 quarters since. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Mount Yale Investment Advisors held 142,132 shares of Bank of America worth $6.93M as of Q1 2026.
  • Mount Yale Investment Advisors bought 60,122 Bank of America shares in Q1 2026, an estimated $3.1M.
  • Bank of America made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #140 holding.
  • Mount Yale Investment Advisors first reported a position in Bank of America in Q1 2018 and has held it in 30 quarters since.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.