Mutual Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.78M | Buy |
98,061
+523
| +0.5% | +$27K | 0.1% | 198 |
|
|
2025
Q4 | $5.36M | Sell |
97,538
-2,010
| -2% | -$106K | 0.12% | 185 |
|
|
2025
Q3 | $5.15M | Sell |
99,548
-2,908
| -3% | -$142K | 0.11% | 180 |
|
|
2025
Q2 | $4.96M | Buy |
102,456
+11,912
| +13% | +$501K | 0.12% | 170 |
|
|
2025
Q1 | $3.59M | Sell |
90,544
-1,220
| -1% | -$54.4K | 0.1% | 192 |
|
|
2024
Q4 | $4.28M | Buy |
91,764
+862
| +0.9% | +$37.9K | 0.12% | 162 |
|
|
2024
Q3 | $3.88M | Sell |
90,902
-724
| -0.8% | -$29K | 0.11% | 166 |
|
|
2024
Q2 | $3.76M | Sell |
91,626
-1,731
| -2% | -$66.3K | 0.11% | 172 |
|
|
2024
Q1 | $3.54M | Buy |
93,357
+9,548
| +11% | +$328K | 0.11% | 165 |
|
|
2023
Q4 | $2.82M | Sell |
83,809
-4,029
| -5% | -$117K | 0.1% | 206 |
|
|
2023
Q3 | $2.41M | Buy |
87,838
+2,260
| +3% | +$66.9K | 0.09% | 208 |
|
|
2023
Q2 | $2.46M | Buy |
85,578
+17,669
| +26% | +$504K | 0.09% | 218 |
|
|
2023
Q1 | $1.94M | Sell |
67,909
-4,150
| -6% | -$137K | 0.08% | 248 |
|
|
2022
Q4 | $2.39M | Buy |
72,059
+7,014
| +11% | +$242K | 0.11% | 194 |
|
|
2022
Q3 | $1.96M | Buy |
65,045
+9,884
| +18% | +$330K | 0.1% | 196 |
|
|
2022
Q2 | $1.72M | Buy |
55,161
+1,332
| +2% | +$48K | 0.11% | 202 |
|
|
2022
Q1 | $2.22M | Buy |
53,829
+2,511
| +5% | +$113K | 0.12% | 194 |
|
|
2021
Q4 | $2.28M | Sell |
51,318
-495
| -1% | -$22.6K | 0.12% | 207 |
|
|
2021
Q3 | $2.2M | Sell |
51,813
-300
| -0.6% | -$12.1K | 0.13% | 196 |
|
|
2021
Q2 | $2.15M | Buy |
52,113
+3,129
| +6% | +$128K | 0.13% | 205 |
|
|
2021
Q1 | $1.9M | Buy |
48,984
+2,696
| +6% | +$93K | 0.13% | 194 |
|
|
2020
Q4 | $1.4M | Sell |
46,288
-8,550
| -16% | -$229K | 0.1% | 236 |
|
|
2020
Q3 | $1.32M | Buy |
54,838
+9,936
| +22% | +$247K | 0.11% | 199 |
|
|
2020
Q2 | $1.07M | Buy |
44,902
+9,398
| +26% | +$222K | 0.1% | 211 |
|
|
2020
Q1 | $754K | Sell |
35,504
-36,934
| -51% | -$1.11M | 0.1% | 210 |
|
|
2019
Q4 | $2.55M | Buy |
72,438
+11,575
| +19% | +$374K | 0.27% | 90 |
|
|
2019
Q3 | $1.77M | Buy |
60,863
+1,792
| +3% | +$51.5K | 0.23% | 104 |
|
|
2019
Q2 | $1.71M | Sell |
59,071
-946
| -2% | -$27.3K | 0.22% | 105 |
|
|
2019
Q1 | $1.66M | Buy |
60,017
+1,473
| +3% | +$41.6K | 0.25% | 95 |
|
|
2018
Q4 | $1.44M | Sell |
58,544
-662
| -1% | -$18K | 0.28% | 84 |
|
|
2018
Q3 | $1.74M | Buy |
59,206
+17,517
| +42% | +$534K | 0.26% | 87 |
|
|
2018
Q2 | $1.18M | Buy |
41,689
+1,396
| +3% | +$41.6K | 0.27% | 117 |
|
|
2018
Q1 | $1.21M | Buy |
40,293
+25,568
| +174% | +$803K | 0.31% | 104 |
|
|
2017
Q4 | $435K | Buy |
+14,725
| New | +$406K | 0.16% | 168 |
|
Other funds holding BAC
VCM
VPM
Mutual Advisors's BAC Position: Q1 2026 in Review
Mutual Advisors increased its Bank of America (BAC) stake by 0.54% in Q1 2026, buying an estimated $27K and bringing the position to 98,061 shares worth $4.78M. The position accounts for 0.1% of the portfolio, ranked #198.
Mutual Advisors first reported a position in BAC in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.36M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Mutual Advisors held 98,061 shares of Bank of America worth $4.78M as of Q1 2026.
- Mutual Advisors bought 523 Bank of America shares in Q1 2026, an estimated $27K.
- Bank of America made up 0.1% of Mutual Advisors's portfolio in Q1 2026, its #198 holding.
- Mutual Advisors first reported a position in Bank of America in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Bank of America position peaked at $5.36M in Q4 2025.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.