MSA Advisors’s Bank of America BAC Stock Holding History

MSA 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
2026 Q1	$1.09M	Buy	22,433 +2,433	+12%	+$126K	0.33%	21
2025 Q4	$1.1M	Hold	20,000	–	–	0.28%	19
2025 Q3	$1.03M	Hold	20,000	–	–	0.26%	19
2025 Q2	$946K	Hold	20,000	–	–	0.24%	17
2025 Q1	$835K	Hold	20,000	–	–	0.21%	19
2024 Q4	$879K	Hold	20,000	–	–	0.22%	16
2024 Q3	$794K	Hold	20,000	–	–	0.2%	17
2024 Q2	$795K	Hold	20,000	–	–	0.23%	17
2024 Q1	$758K	Sell	20,000 -20,000	-50%	-$687K	0.23%	17
2023 Q4	$1.35M	Buy	+40,000	New	+$1.16M	0.47%	15

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

MSA Advisors's BAC Position: Q1 2026 in Review

MSA Advisors increased its Bank of America (BAC) stake by 12% in Q1 2026, buying an estimated $126K and bringing the position to 22,433 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #21.

MSA Advisors first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q4 2023. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

MSA Advisors held 22,433 shares of Bank of America worth $1.09M as of Q1 2026.
MSA Advisors bought 2,433 Bank of America shares in Q1 2026, an estimated $126K.
Bank of America made up 0.33% of MSA Advisors's portfolio in Q1 2026, its #21 holding.
MSA Advisors first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
MSA Advisors's Bank of America position peaked at $1.35M in Q4 2023.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MSA Advisors's 13F filing for Q1 2026, filed 18 May 2026.