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 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	$9.87K	Hold	248	–	–	0.01%	76
2024 Q2	$9.88K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFS Advisors's BAC Position: Q1 2026 in Review

IFS Advisors increased its Bank of America (BAC) stake by 9.2% in Q1 2026, buying an estimated $1.19K and bringing the position to 272 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #108.

IFS Advisors first reported a position in BAC in Q4 2020 and has held it in 19 quarters since. The position peaked at $13.7K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

IFS Advisors held 272 shares of Bank of America worth $13.3K as of Q1 2026.
IFS Advisors bought 23 Bank of America shares in Q1 2026, an estimated $1.19K.
Bank of America made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #108 holding.
IFS Advisors first reported a position in Bank of America in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Bank of America position peaked at $13.7K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.