IA
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IFP Advisors’s Bank of America BAC Stock Holding History

IFP 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 		$9.8M Sell
172,020
-1,199
-0.7% -$63.8K 0.18% 124
2026
Q1 		$8.44M Buy
173,219
+9,914
+6% +$512K 0.18% 125
2025
Q4 		$8.98M Buy
163,305
+36,601
+29% +$1.93M 0.2% 103
2025
Q3 		$6.54M Sell
126,704
-1,284
-1% -$62.6K 0.17% 125
2025
Q2 		$6.12M Sell
127,988
-7,895
-6% -$332K 0.17% 124
2025
Q1 		$5.67M Buy
135,883
+12,600
+10% +$561K 0.17% 118
2024
Q4 		$5.42M Buy
123,283
+69,516
+129% +$3.06M 0.18% 123
2024
Q3 		$2.13M Sell
53,767
-44,633
-45% -$1.79M 0.08% 286
2024
Q2 		$3.91M Sell
98,400
-1,221
-1% -$46.8K 0.16% 135
2024
Q1 		$3.78M Sell
99,621
-4,192
-4% -$144K 0.17% 131
2023
Q4 		$3.5M Sell
103,813
-20,684
-17% -$602K 0.17% 130
2023
Q3 		$3.41M Buy
124,497
+802
+0.6% +$23.7K 0.15% 127
2023
Q2 		$3.55M Sell
123,695
-14,317
-10% -$409K 0.15% 137
2023
Q1 		$3.08M Sell
138,012
-55,002
-28% -$1.82M 0.13% 154
2022
Q4 		$4.35M Buy
193,014
+16,637
+9% +$573K 0.12% 171
2022
Q3 		$3.98M Buy
176,377
+10,897
+7% +$364K 0.1% 201
2022
Q2 		$3.71M Hold
165,480
– – 0.12% 192
2022
Q1 		$3.71M Buy
165,480
+63,495
+62% +$2.86M 0.12% 192
2021
Q4 		$4.53M Sell
101,985
-23,731
-19% -$1.08M 0.09% 134
2021
Q3 		$5.32M Buy
125,716
+34,647
+38% +$1.4M 0.11% 105
2021
Q2 		$3.75M Buy
91,069
+15,442
+20% +$633K 0.08% 152
2021
Q1 		$2.92M Sell
75,627
-13,201
-15% -$456K 0.06% 164
2020
Q4 		$2.7M Sell
88,828
-2,580
-3% -$69.2K 0.11% 163
2020
Q3 		$2.2M Sell
91,408
-2,847
-3% -$70.9K 0.13% 156
2020
Q2 		$2.2M Buy
94,255
+2,844
+3% +$67.2K 0.17% 130
2020
Q1 		$2.08M Buy
91,411
+12,853
+16% +$385K 0.21% 113
2019
Q4 		$2.78M Sell
78,558
-89,205
-53% -$2.88M 0.21% 113
2019
Q3 		$4.92M Buy
+167,763
New +$4.82M 0.33% 69
2019
Q1 		$2.15M Sell
77,865
-160,288
-67% -$4.53M 0.29% 82
2018
Q4 		$5.81M Sell
238,153
-75,419
-24% -$2.05M 0.35% 59
2018
Q3 		$9.24M Buy
313,572
+19,295
+7% +$588K 0.38% 53
2018
Q2 		$8.3M Buy
294,277
+17,270
+6% +$515K 0.35% 60
2018
Q1 		$8.18M Hold
277,007
– – 0.37% 54
2017
Q4 		$8.18M Sell
277,007
-163,078
-37% -$4.5M 0.37% 54
2017
Q3 		$11.2M Sell
440,085
-25,611
-5% -$622K 0.44% 41
2017
Q2 		$11.3M Buy
465,696
+1,823
+0.4% +$42.5K 0.48% 36
2017
Q1 		$10.9M Buy
463,873
+50,275
+12% +$1.19M 0.48% 35
2016
Q4 		$9.14M Sell
413,598
-76,814
-16% -$1.48M 0.44% 40
2016
Q3 		$7.67M Buy
490,412
+3,179
+0.7% +$47.3K 0.4% 52
2016
Q2 		$6.47M Buy
487,233
+409,368
+526% +$5.75M 0.36% 51
2016
Q1 		$2.15M Sell
77,865
-376,968
-83% -$5.09M 0.29% 82
2015
Q4 		$7.66M Buy
+454,833
New +$7.69M 0.51% 37

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors's BAC Position: Q2 2026 in Review

IFP Advisors reduced its Bank of America (BAC) stake by 0.69% in Q2 2026, selling an estimated $63.8K and leaving 172,020 shares worth $9.8M. The position accounts for 0.18% of the portfolio, ranked #124.

IFP Advisors first reported a position in BAC in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.3M in Q2 2017. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • IFP Advisors held 172,020 shares of Bank of America worth $9.8M as of Q2 2026.
  • IFP Advisors sold 1,199 Bank of America shares in Q2 2026, an estimated $63.8K.
  • Bank of America made up 0.18% of IFP Advisors's portfolio in Q2 2026, its #124 holding.
  • IFP Advisors first reported a position in Bank of America in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Bank of America position peaked at $11.3M in Q2 2017.
  • 1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.