IC
BAC icon

IEQ Capital’s Bank of America BAC Stock Holding History

IEQ Capital’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 		$39.8M Buy
699,014
+79,078
+13% +$4.21M 0.18% 100
2026
Q1 		$30.2M Sell
619,936
-94,479
-13% -$4.88M 0.14% 131
2025
Q4 		$39.3M Buy
714,415
+13,666
+2% +$722K 0.12% 109
2025
Q3 		$36.2M Buy
700,749
+165,228
+31% +$8.06M 0.11% 95
2025
Q2 		$25.3M Buy
535,521
+40,392
+8% +$1.7M 0.16% 94
2025
Q1 		$20.7M Buy
495,129
+52,941
+12% +$2.36M 0.16% 91
2024
Q4 		$19.4M Buy
442,188
+47,237
+12% +$2.08M 0.19% 71
2024
Q3 		$15.7M Buy
394,951
+89,121
+29% +$3.57M 0.19% 75
2024
Q2 		$12.2M Buy
305,830
+44,990
+17% +$1.72M 0.16% 85
2024
Q1 		$9.89M Buy
260,840
+25,504
+11% +$875K 0.14% 100
2023
Q4 		$7.92M Sell
235,336
-16,795
-7% -$489K 0.13% 109
2023
Q3 		$6.9M Buy
252,131
+7,916
+3% +$234K 0.14% 104
2023
Q2 		$7.01M Buy
244,215
+28,817
+13% +$822K 0.14% 110
2023
Q1 		$6.16M Sell
215,398
-109,578
-34% -$3.62M 0.14% 109
2022
Q4 		$10.8M Buy
324,976
+6,624
+2% +$228K 0.3% 66
2022
Q3 		$9.61M Buy
318,352
+125,473
+65% +$4.19M 0.26% 63
2022
Q2 		$6M Buy
192,879
+24,609
+15% +$886K 0.18% 85
2022
Q1 		$6.94M Buy
168,270
+7,557
+5% +$341K 0.17% 88
2021
Q4 		$7.15M Buy
160,713
+32,136
+25% +$1.46M 0.17% 80
2021
Q3 		$5.46M Buy
128,577
+20,130
+19% +$811K 0.14% 92
2021
Q2 		$4.47M Buy
108,447
+26,284
+32% +$1.08M 0.13% 97
2021
Q1 		$3.18M Buy
82,163
+4,562
+6% +$157K 0.13% 100
2020
Q4 		$2.35M Buy
77,601
+14,270
+23% +$382K 0.1% 114
2020
Q3 		$1.53M Sell
63,331
-2,508
-4% -$62.4K 0.08% 129
2020
Q2 		$1.56M Sell
65,839
-36,725
-36% -$868K 0.1% 121
2020
Q1 		$2.18M Buy
102,564
+14,178
+16% +$425K 0.17% 82
2019
Q4 		$3.11M Buy
+88,386
New +$2.86M 0.27% 63

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

IEQ Capital's BAC Position: Q2 2026 in Review

IEQ Capital increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $4.21M and bringing the position to 699,014 shares worth $39.8M. The position accounts for 0.18% of the portfolio, ranked #100.

IEQ Capital first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • IEQ Capital held 699,014 shares of Bank of America worth $39.8M as of Q2 2026.
  • IEQ Capital bought 79,078 Bank of America shares in Q2 2026, an estimated $4.21M.
  • Bank of America made up 0.18% of IEQ Capital's portfolio in Q2 2026, its #100 holding.
  • IEQ Capital first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.