MRA Advisory Group’s Bank of America BAC Stock Holding History

MRA Advisory Group’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	–	Sell	-5,462	Closed	-$266K	–	160
2026 Q1	$266K	Buy	5,462 +204	+4%	+$10.5K	0.11%	109
2025 Q4	$289K	Buy	5,258 +783	+17%	+$41.4K	0.12%	96
2025 Q3	$231K	Buy	4,475 +17	+0.4%	+$829	0.1%	115
2025 Q2	$211K	Buy	+4,458	New	+$188K	0.1%	119
2024 Q4	–	Sell	-6,416	Closed	-$255K	–	127
2024 Q3	$255K	Buy	6,416 +1,067	+20%	+$42.8K	0.14%	81
2024 Q2	$213K	Buy	+5,349	New	+$205K	0.12%	97

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRA Advisory Group's BAC Position: Q2 2026 in Review

MRA Advisory Group sold out of Bank of America (BAC) in Q2 2026, closing a stake of 5,462 shares — an estimated $266K sold.

MRA Advisory Group first reported a position in BAC in Q2 2024 and held it in 6 quarters. The position peaked at $289K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

MRA Advisory Group reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
MRA Advisory Group sold 5,462 Bank of America shares in Q2 2026, an estimated $266K.
MRA Advisory Group first reported a position in Bank of America in Q2 2024 and held it in 6 quarters.
MRA Advisory Group's Bank of America position peaked at $289K in Q4 2025.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.