Bank of America’s iCoreConnect ICCT Stock Holding History

Bank of America’s Portfolio ICCT Stock Details ICCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12	Closed	-$27	–	8523
2025 Q1	$27	Buy	12 +9	+300%	+$15	﹤0.01%	8078
2024 Q4	$8	Sell	3 -1	-25%	-$5	﹤0.01%	8100
2024 Q3	$27	Hold	4	–	–	﹤0.01%	7921
2024 Q2	$68	Buy	+4	New	+$86	﹤0.01%	7788
2023 Q4	–	Hold	0	–	-$4	–	8096
2023 Q3	–	Hold	0	–	–	–	7678

Other funds holding ICCT

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America's ICCT Position: Q2 2025 in Review

Bank of America sold out of iCoreConnect (ICCT) in Q2 2025, closing a stake of 12 shares — an estimated $27 sold.

Bank of America first reported a position in ICCT in Q2 2024 and held it in 4 quarters. The position peaked at $68 in Q2 2024. 2 funds tracked by Wall St. Rank hold ICCT as of Q2 2025.

Bank of America reported no remaining iCoreConnect position as of Q2 2025 after selling out during the quarter.
Bank of America sold 12 iCoreConnect shares in Q2 2025, an estimated $27.
Bank of America first reported a position in iCoreConnect in Q2 2024 and held it in 4 quarters.
Bank of America's iCoreConnect position peaked at $68 in Q2 2024.
2 funds tracked by Wall St. Rank held iCoreConnect as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.