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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
Q2 		$1.07M Buy
18,791
+1,038
+6% +$55.2K 0.19% 117
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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSH Capital Advisors's BAC Position: Q2 2026 in Review

MSH Capital Advisors increased its Bank of America (BAC) stake by 5.8% in Q2 2026, buying an estimated $55.2K and bringing the position to 18,791 shares worth $1.07M. The position accounts for 0.19% of the portfolio, ranked #117.

MSH Capital Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MSH Capital Advisors held 18,791 shares of Bank of America worth $1.07M as of Q2 2026.
  • MSH Capital Advisors bought 1,038 Bank of America shares in Q2 2026, an estimated $55.2K.
  • Bank of America made up 0.19% of MSH Capital Advisors's portfolio in Q2 2026, its #117 holding.
  • MSH Capital Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.