MQS Management’s Bank of America BAC Stock Holding History

MQS 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 Q1	$414K	Buy	8,496 +777	+10%	+$40.1K	0.28%	136
2025 Q4	$425K	Sell	7,719 -445	-5%	-$23.5K	0.25%	158
2025 Q3	$421K	Buy	+8,164	New	+$398K	0.25%	164
2025 Q2	–	Sell	-10,226	Closed	-$427K	–	461
2025 Q1	$427K	Buy	+10,226	New	+$456K	0.25%	166
2024 Q4	–	Sell	-8,121	Closed	-$322K	–	64
2024 Q3	$322K	Buy	+8,121	New	+$325K	0.18%	244
2023 Q2	–	Sell	-16,884	Closed	-$483K	–	412
2023 Q1	$483K	Buy	16,884 +9,329	+123%	+$308K	0.31%	101
2022 Q4	$250K	Buy	+7,555	New	+$260K	0.17%	263
2022 Q2	–	Sell	-9,728	Closed	-$401K	–	396
2022 Q1	$401K	Buy	9,728 +2,732	+39%	+$123K	0.33%	121
2021 Q4	$311K	Buy	+6,996	New	+$319K	0.5%	81

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MQS Management's BAC Position: Q1 2026 in Review

MQS Management increased its Bank of America (BAC) stake by 10% in Q1 2026, buying an estimated $40.1K and bringing the position to 8,496 shares worth $414K. The position accounts for 0.28% of the portfolio, ranked #136.

MQS Management first reported a position in BAC in Q4 2021 and has held it in 9 quarters since. The position peaked at $483K in Q1 2023. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

MQS Management held 8,496 shares of Bank of America worth $414K as of Q1 2026.
MQS Management bought 777 Bank of America shares in Q1 2026, an estimated $40.1K.
Bank of America made up 0.28% of MQS Management's portfolio in Q1 2026, its #136 holding.
MQS Management first reported a position in Bank of America in Q4 2021 and has held it in 9 quarters since.
MQS Management's Bank of America position peaked at $483K in Q1 2023.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.