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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
2018
Q3 		– Sell
-3,000
Closed -$85K – 3821
2018
Q2 		$85K Buy
+3,000
New +$89.5K ﹤0.01% 1571

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.