IAG Wealth Partners’s Bank of America BAC Stock Holding History

IAG Wealth Partners’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 Q1	$6.48K	Hold	133	–	–	﹤0.01%	408
2025 Q4	$7.32K	Hold	133	–	–	﹤0.01%	386
2025 Q3	$6.86K	Hold	133	–	–	﹤0.01%	409
2025 Q2	$6.29K	Hold	133	–	–	﹤0.01%	384
2025 Q1	$5.55K	Hold	133	–	–	﹤0.01%	391
2024 Q4	$5.84K	Buy	+133	New	+$5.85K	﹤0.01%	410
2024 Q3	–	Sell	-55	Closed	-$2.19K	–	495
2024 Q2	$2.19K	Sell	55 -195	-78%	-$7.47K	﹤0.01%	443
2024 Q1	$9.48K	Buy	+250	New	+$8.58K	﹤0.01%	319
2023 Q2	–	Sell	-300	Closed	-$8.58K	–	456
2023 Q1	$8.58K	Buy	+300	New	+$9.9K	﹤0.01%	329
2022 Q4	–	Sell	-230	Closed	-$7K	–	443
2022 Q3	$7K	Sell	230 -36	-14%	-$1.2K	﹤0.01%	297
2022 Q2	$8K	Sell	266 -56	-17%	-$2.02K	﹤0.01%	290
2022 Q1	$13K	Buy	322 +302	+1,510%	+$13.6K	﹤0.01%	265
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	382
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	374
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	355
2021 Q1	$1K	Buy	+20	New	+$690	﹤0.01%	349
2020 Q3	–	Sell	-120	Closed	-$3K	–	361
2020 Q2	$3K	Hold	120	–	–	﹤0.01%	306
2020 Q1	$3K	Hold	120	–	–	﹤0.01%	299
2019 Q4	$5K	Buy	+120	New	+$3.88K	﹤0.01%	302

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's BAC Position: Q1 2026 in Review

IAG Wealth Partners held its Bank of America (BAC) position steady in Q1 2026 at 133 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

IAG Wealth Partners first reported a position in BAC in Q4 2019 and has held it in 19 quarters since. The position peaked at $13K in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

IAG Wealth Partners held 133 shares of Bank of America worth $6.48K as of Q1 2026.
IAG Wealth Partners left its Bank of America share count unchanged in Q1 2026.
Bank of America made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #408 holding.
IAG Wealth Partners first reported a position in Bank of America in Q4 2019 and has held it in 19 quarters since.
IAG Wealth Partners's Bank of America position peaked at $13K in Q1 2022.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.