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MSH Capital Advisors’s Bank of America BAC Stock Holding History

MSH Capital 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 		$865K Buy
17,753
+399
+2% +$20.6K 0.18% 123
2025
Q4 		$954K Buy
17,354
+563
+3% +$29.8K 0.2% 117
2025
Q3 		$866K Buy
16,791
+2,242
+15% +$109K 0.23% 114
2025
Q2 		$688K Buy
14,549
+521
+4% +$21.9K 0.2% 122
2025
Q1 		$585K Sell
14,028
-340
-2% -$15.2K 0.18% 130
2024
Q4 		$631K Sell
14,368
-333
-2% -$14.7K 0.2% 122
2024
Q3 		$583K Hold
14,701
– – 0.18% 133
2024
Q2 		$585K Buy
14,701
+270
+2% +$10.3K 0.2% 120
2024
Q1 		$547K Sell
14,431
-2,400
-14% -$82.4K 0.19% 124
2023
Q4 		$567K Sell
16,831
-970
-5% -$28.2K 0.21% 114
2023
Q3 		$487K Sell
17,801
-170
-0.9% -$5.03K 0.19% 126
2023
Q2 		$516K Buy
17,971
+5
+0% +$143 0.19% 126
2023
Q1 		$514K Sell
17,966
-856
-5% -$28.3K 0.22% 113
2022
Q4 		$623K Buy
18,822
+1,467
+8% +$50.5K 0.28% 101
2022
Q3 		$524K Buy
17,355
+417
+2% +$13.9K 0.26% 99
2022
Q2 		$527K Sell
16,938
-1,516
-8% -$54.6K 0.25% 104
2022
Q1 		$761K Buy
18,454
+1,104
+6% +$49.8K 0.31% 92
2021
Q4 		$772K Buy
+17,350
New +$790K 0.35% 82

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

MSH Capital Advisors's BAC Position: Q1 2026 in Review

MSH Capital Advisors increased its Bank of America (BAC) stake by 2.3% in Q1 2026, buying an estimated $20.6K and bringing the position to 17,753 shares worth $865K. The position accounts for 0.18% of the portfolio, ranked #123.

MSH Capital Advisors first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $954K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • MSH Capital Advisors held 17,753 shares of Bank of America worth $865K as of Q1 2026.
  • MSH Capital Advisors bought 399 Bank of America shares in Q1 2026, an estimated $20.6K.
  • Bank of America made up 0.18% of MSH Capital Advisors's portfolio in Q1 2026, its #123 holding.
  • MSH Capital Advisors first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's Bank of America position peaked at $954K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.