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Iams Wealth Management’s Bank of America BAC Stock Holding History

Iams Wealth Management’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
2023
Q3 		– Sell
-69,210
Closed -$1.99M – 121
2023
Q2 		$1.99M Buy
+69,210
New +$1.97M 0.73% 49

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Iams Wealth Management's BAC Position: Q2 2026 in Review

Iams Wealth Management reduced its Bank of America (BAC) stake by 3.3% in Q2 2026, selling an estimated $56.6K and leaving 31,516 shares worth $1.8M. The position accounts for 0.54% of the portfolio, ranked #59.

Iams Wealth Management first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. 1,382 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Iams Wealth Management held 31,516 shares of Bank of America worth $1.8M as of Q2 2026.
  • Iams Wealth Management sold 1,065 Bank of America shares in Q2 2026, an estimated $56.6K.
  • Bank of America made up 0.54% of Iams Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Iams Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.