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 Q2	$1.28M	Hold	22,433	–	–	0.33%	24
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSA Advisors's BAC Position: Q2 2026 in Review

MSA Advisors held its Bank of America (BAC) position steady in Q2 2026 at 22,433 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #24.

MSA Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2023. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

MSA Advisors held 22,433 shares of Bank of America worth $1.28M as of Q2 2026.
MSA Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.33% of MSA Advisors's portfolio in Q2 2026, its #24 holding.
MSA Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
MSA Advisors's Bank of America position peaked at $1.35M in Q4 2023.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MSA Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.