Ables Iannone Moore & Associates’s Bank of America BAC Stock Holding History

Ables Iannone Moore & Associates’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	$5.44M	Sell	95,494 -5,107	-5%	-$272K	2.9%	9
2026 Q1	$4.9M	Sell	100,601 -1,294	-1%	-$66.8K	2.92%	9
2025 Q4	$5.6M	Sell	101,895 -3,287	-3%	-$174K	3.07%	9
2025 Q3	$5.43M	Sell	105,182 -1,011	-1%	-$49.3K	3.12%	9
2025 Q2	$5.03M	Sell	106,193 -1,924	-2%	-$80.9K	3.13%	10
2025 Q1	$4.51M	Buy	108,117 +327	+0.3%	+$14.6K	3.07%	10
2024 Q4	$4.74M	Sell	107,790 -1,144	-1%	-$50.3K	2.92%	10
2024 Q3	$4.32M	Sell	108,934 -883	-0.8%	-$35.4K	2.79%	10
2024 Q2	$4.37M	Sell	109,817 -1,867	-2%	-$71.6K	2.89%	10
2024 Q1	$4.23M	Sell	111,684 -915	-0.8%	-$31.4K	3.02%	10
2023 Q4	$3.79M	Buy	+112,599	New	+$3.28M	2.89%	10

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ables Iannone Moore & Associates's BAC Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its Bank of America (BAC) stake by 5.1% in Q2 2026, selling an estimated $272K and leaving 95,494 shares worth $5.44M. The position accounts for 2.9% of the portfolio, ranked #9.

Ables Iannone Moore & Associates first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q4 2025. 701 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Ables Iannone Moore & Associates held 95,494 shares of Bank of America worth $5.44M as of Q2 2026.
Ables Iannone Moore & Associates sold 5,107 Bank of America shares in Q2 2026, an estimated $272K.
Bank of America made up 2.9% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #9 holding.
Ables Iannone Moore & Associates first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Ables Iannone Moore & Associates's Bank of America position peaked at $5.6M in Q4 2025.
701 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.