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Independent Financial Group’s Bank of America BAC Stock Holding History

Independent Financial Group’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 		$5.84M Buy
102,532
+7,167
+8% +$381K 0.11% 185
2026
Q1 		$4.65M Buy
95,365
+1,963
+2% +$101K 0.1% 192
2025
Q4 		$5.14M Buy
93,402
+2,274
+2% +$120K 0.11% 166
2025
Q3 		$4.7M Sell
91,128
-1,445
-2% -$70.5K 0.11% 163
2025
Q2 		$4.38M Buy
92,573
+1,495
+2% +$62.9K 0.12% 164
2025
Q1 		$3.8M Buy
91,078
+1,659
+2% +$73.9K 0.13% 155
2024
Q4 		$3.93M Sell
89,419
-5,228
-6% -$230K 0.13% 145
2024
Q3 		$3.76M Sell
94,647
-7,300
-7% -$293K 0.14% 138
2024
Q2 		$4.05M Buy
101,947
+27,797
+37% +$1.07M 0.16% 122
2024
Q1 		$2.81M Sell
74,150
-6,101
-8% -$209K 0.13% 155
2023
Q4 		$2.7M Sell
80,251
-2,766
-3% -$80.5K 0.14% 160
2023
Q3 		$2.27M Sell
83,017
-5,417
-6% -$160K 0.15% 148
2023
Q2 		$2.54M Sell
88,434
-6,098
-6% -$174K 0.18% 128
2023
Q1 		$2.7M Buy
94,532
+17,094
+22% +$564K 0.22% 110
2022
Q4 		$2.56M Buy
77,438
+5,110
+7% +$176K 0.22% 93
2022
Q3 		$2.18M Sell
72,328
-1,316
-2% -$44K 0.2% 101
2022
Q2 		$2.29M Sell
73,644
-3,546
-5% -$128K 0.24% 88
2022
Q1 		$3.18M Buy
77,190
+2,004
+3% +$90.4K 0.26% 76
2021
Q4 		$3.35M Buy
75,186
+3,117
+4% +$142K 0.28% 70
2021
Q3 		$3.06M Buy
72,069
+5,182
+8% +$209K 0.31% 66
2021
Q2 		$2.76M Buy
66,887
+1,540
+2% +$63.1K 0.29% 73
2021
Q1 		$2.53M Buy
65,347
+5,192
+9% +$179K 0.33% 68
2020
Q4 		$1.82M Sell
60,155
-5,044
-8% -$135K 0.27% 88
2020
Q3 		$1.57M Buy
65,199
+5,603
+9% +$140K 0.3% 77
2020
Q2 		$1.42M Buy
59,596
+546
+0.9% +$12.9K 0.31% 75
2020
Q1 		$1.25M Buy
+59,050
New +$1.77M 0.37% 64

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

Independent Financial Group's BAC Position: Q2 2026 in Review

Independent Financial Group increased its Bank of America (BAC) stake by 7.5% in Q2 2026, buying an estimated $381K and bringing the position to 102,532 shares worth $5.84M. The position accounts for 0.11% of the portfolio, ranked #185.

Independent Financial Group first reported a position in BAC in Q1 2020 and has held it in 26 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Independent Financial Group held 102,532 shares of Bank of America worth $5.84M as of Q2 2026.
  • Independent Financial Group bought 7,167 Bank of America shares in Q2 2026, an estimated $381K.
  • Bank of America made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #185 holding.
  • Independent Financial Group first reported a position in Bank of America in Q1 2020 and has held it in 26 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.