IFS Advisors’s Bank of America BAC Stock Holding History

IFS 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 Q3	$62.5K	Buy	1,147 +875	+322%	+$53.3K	0.02%	181
2026 Q2	$15.5K	Hold	272	–	–	0.01%	107
2026 Q1	$13.3K	Buy	272 +23	+9%	+$1.19K	0.01%	108
2025 Q4	$13.7K	Hold	249	–	–	0.01%	85
2025 Q3	$12.9K	Hold	249	–	–	0.01%	86
2025 Q2	$11.8K	Hold	249	–	–	0.01%	81
2025 Q1	$10.4K	Buy	249 +1	+0.4%	+$45	0.01%	94
2024 Q4	$10.9K	Hold	248	–	–	0.01%	85
2024 Q3	$9.9K	Hold	248	–	–	0.01%	76
2024 Q2	$9.9K	Buy	248 +1	+0.4%	+$38	0.01%	68
2024 Q1	$9.4K	Hold	247	–	–	0.01%	72
2023 Q4	$8.35K	Buy	247 +100	+68%	+$2.91K	0.01%	71
2023 Q3	$4.04K	Hold	147	–	–	0.01%	88
2023 Q2	$4.23K	Hold	147	–	–	0.01%	84
2023 Q1	$4.21K	Buy	147 +1	+0.7%	+$33	0.02%	71
2022 Q4	$4.86K	Hold	146	–	–	0.01%	74
2022 Q3	$4K	Hold	146	–	–	0.01%	66
2022 Q2	$4K	Hold	146	–	–	0.01%	68
2022 Q1	$6K	Buy	146 +1	+0.7%	+$45	0.01%	72
2021 Q4	$6K	Buy	+145	New	+$6.61K	﹤0.01%	82
2021 Q1	–	Sell	-145	Closed	-$4K	–	34
2020 Q4	$4K	Buy	+145	New	+$3.89K	﹤0.01%	132

Other funds holding BAC

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

IFS Advisors's BAC Position: Q3 2026 in Review

IFS Advisors increased its Bank of America (BAC) stake by 322% in Q3 2026, buying an estimated $53.3K and bringing the position to 1,147 shares worth $62.5K. The position accounts for 0.02% of the portfolio, ranked #181.

IFS Advisors first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. 726 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

IFS Advisors held 1,147 shares of Bank of America worth $62.5K as of Q3 2026.
IFS Advisors bought 875 Bank of America shares in Q3 2026, an estimated $53.3K.
Bank of America made up 0.02% of IFS Advisors's portfolio in Q3 2026, its #181 holding.
IFS Advisors first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
726 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.