Allied Investment 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
Q2 | $19M | Buy |
334,060
+7,383
| +2% | +$393K | 2.39% | 12 |
|
|
2026
Q1 | $15.9M | Buy |
326,677
+6,236
| +2% | +$322K | 2.28% | 18 |
|
|
2025
Q4 | $17.6M | Buy |
320,441
+1,350
| +0.4% | +$71.4K | 2.72% | 9 |
|
|
2025
Q3 | $16.5M | Buy |
319,091
+8,655
| +3% | +$422K | 2.62% | 11 |
|
|
2025
Q2 | $14.7M | Buy |
310,436
+2,938
| +1% | +$124K | 2.57% | 11 |
|
|
2025
Q1 | $12.8M | Buy |
307,498
+13,056
| +4% | +$582K | 2.43% | 13 |
|
|
2024
Q4 | $12.9M | Sell |
294,442
-1,213
| -0.4% | -$53.4K | 2.61% | 11 |
|
|
2024
Q3 | $11.7M | Buy |
295,655
+2,544
| +0.9% | +$102K | 2.32% | 12 |
|
|
2024
Q2 | $11.7M | Buy |
293,111
+2,636
| +0.9% | +$101K | 2.74% | 11 |
|
|
2024
Q1 | $11M | Buy |
290,475
+9,613
| +3% | +$330K | 2.66% | 15 |
|
|
2023
Q4 | $9.46M | Buy |
280,862
+6,174
| +2% | +$180K | 2.57% | 16 |
|
|
2023
Q3 | $7.52M | Buy |
274,688
+6,907
| +3% | +$204K | 2.25% | 21 |
|
|
2023
Q2 | $7.68M | Buy |
267,781
+24,193
| +10% | +$690K | 2.23% | 27 |
|
|
2023
Q1 | $6.97M | Buy |
243,588
+10,898
| +5% | +$360K | 2.16% | 29 |
|
|
2022
Q4 | $7.71M | Buy |
232,690
+5,695
| +3% | +$196K | 2.41% | 18 |
|
|
2022
Q3 | $6.86M | Buy |
226,995
+9,215
| +4% | +$308K | 2.56% | 16 |
|
|
2022
Q2 | $6.78M | Buy |
217,780
+9,149
| +4% | +$329K | 2.43% | 24 |
|
|
2022
Q1 | $8.6M | Buy |
208,631
+11,852
| +6% | +$535K | 2.8% | 10 |
|
|
2021
Q4 | $8.76M | Sell |
196,779
-2,666
| -1% | -$121K | 3% | 6 |
|
|
2021
Q3 | $8.47M | Sell |
199,445
-574
| -0.3% | -$23.1K | 3.2% | 6 |
|
|
2021
Q2 | $8.25M | Sell |
200,019
-7,162
| -3% | -$294K | 3.11% | 7 |
|
|
2021
Q1 | $8.02M | Buy |
207,181
+5,372
| +3% | +$185K | 3.43% | 8 |
|
|
2020
Q4 | $6.12M | Buy |
201,809
+5,339
| +3% | +$143K | 2.94% | 13 |
|
|
2020
Q3 | $4.73M | Buy |
196,470
+9,806
| +5% | +$244K | 2.55% | 19 |
|
|
2020
Q2 | $4.43M | Buy |
186,664
+175,439
| +1,563% | +$4.15M | 2.55% | 20 |
|
|
2020
Q1 | $238K | Buy |
11,225
+685
| +6% | +$20.5K | 0.17% | 41 |
|
|
2019
Q4 | $371K | Buy |
10,540
+350
| +3% | +$11.3K | 0.22% | 40 |
|
|
2019
Q3 | $297K | Hold |
10,190
| – | – | 0.19% | 41 |
|
|
2019
Q2 | $296K | Buy |
10,190
+860
| +9% | +$24.8K | 0.2% | 41 |
|
|
2019
Q1 | $257K | Hold |
9,330
| – | – | 0.18% | 41 |
|
|
2018
Q4 | $230K | Sell |
9,330
-300
| -3% | -$8.14K | 0.19% | 39 |
|
|
2018
Q3 | $284K | Hold |
9,630
| – | – | 0.21% | 40 |
|
|
2018
Q2 | $271K | Hold |
9,630
| – | – | 0.22% | 40 |
|
|
2018
Q1 | $289K | Sell |
9,630
-441
| -4% | -$13.9K | 0.24% | 39 |
|
|
2017
Q4 | $297K | Buy |
+10,071
| New | +$278K | 0.25% | 38 |
|
Other funds holding BAC
ECSS
FWIA
ATO
Allied Investment Advisors's BAC Position: Q2 2026 in Review
Allied Investment Advisors increased its Bank of America (BAC) stake by 2.3% in Q2 2026, buying an estimated $393K and bringing the position to 334,060 shares worth $19M. The position accounts for 2.39% of the portfolio, ranked #12.
Allied Investment Advisors first reported a position in BAC in Q4 2017 and has held it in 35 quarters since. 1,632 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Allied Investment Advisors held 334,060 shares of Bank of America worth $19M as of Q2 2026.
- Allied Investment Advisors bought 7,383 Bank of America shares in Q2 2026, an estimated $393K.
- Bank of America made up 2.39% of Allied Investment Advisors's portfolio in Q2 2026, its #12 holding.
- Allied Investment Advisors first reported a position in Bank of America in Q4 2017 and has held it in 35 quarters since.
- 1,632 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.