IWA
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Icon Wealth Advisors’s Bank of America BAC Stock Holding History

Icon Wealth Advisors’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 		$7.83M Buy
137,396
+1,695
+1% +$90.1K 0.47% 45
2026
Q1 		$7.18M Sell
135,701
-10,618
-7% -$548K 0.47% 43
2025
Q4 		$8.04M Buy
146,319
+13
+0% +$687 0.54% 41
2025
Q3 		$7.55M Sell
146,306
-1,854
-1% -$90.4K 0.51% 41
2025
Q2 		$7.01M Sell
148,160
-266
-0.2% -$11.2K 0.5% 43
2025
Q1 		$6.19M Sell
148,426
-2,232
-1% -$99.5K 0.51% 45
2024
Q4 		$6.62M Sell
150,658
-3
-0% -$132 0.54% 39
2024
Q3 		$5.98M Sell
150,661
-7,281
-5% -$292K 0.5% 41
2024
Q2 		$6.37M Sell
157,942
-3,684
-2% -$141K 0.57% 35
2024
Q1 		$6.13M Buy
161,626
+18,777
+13% +$645K 0.57% 35
2023
Q4 		$4.81M Buy
+142,849
New +$4.16M 0.5% 38
2022
Q4 		$5.45M Sell
164,530
-10,600
-6% -$365K 0.63% 38
2022
Q3 		$5.29M Buy
+175,130
New +$5.85M 0.64% 37

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Icon Wealth Advisors's BAC Position: Q2 2026 in Review

Icon Wealth Advisors increased its Bank of America (BAC) stake by 1.2% in Q2 2026, buying an estimated $90.1K and bringing the position to 137,396 shares worth $7.83M. The position accounts for 0.47% of the portfolio, ranked #45.

Icon Wealth Advisors first reported a position in BAC in Q3 2022 and has held it in 13 quarters since. The position peaked at $8.04M in Q4 2025. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Icon Wealth Advisors held 137,396 shares of Bank of America worth $7.83M as of Q2 2026.
  • Icon Wealth Advisors bought 1,695 Bank of America shares in Q2 2026, an estimated $90.1K.
  • Bank of America made up 0.47% of Icon Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Icon Wealth Advisors first reported a position in Bank of America in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Bank of America position peaked at $8.04M in Q4 2025.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.