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Independent Solutions Wealth Management’s Bank of America BAC Stock Holding History

Independent Solutions Wealth Management’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 		$962K Sell
16,887
-3,528
-17% -$188K 0.13% 130
2026
Q1 		$995K Sell
20,415
-41,685
-67% -$2.15M 0.15% 114
2025
Q4 		$3.42M Sell
62,100
-3,579
-5% -$189K 0.63% 51
2025
Q3 		$3.39M Buy
65,679
+4,712
+8% +$230K 0.6% 52
2025
Q2 		$2.88M Sell
60,967
-1,966
-3% -$82.7K 0.56% 56
2025
Q1 		$2.63M Sell
62,933
-7,319
-10% -$326K 0.59% 54
2024
Q4 		$3.09M Buy
70,252
+2,105
+3% +$92.6K 0.68% 44
2024
Q3 		$2.7M Sell
68,147
-2,253
-3% -$90.3K 0.61% 50
2024
Q2 		$2.8M Sell
70,400
-1,168
-2% -$44.8K 0.64% 45
2024
Q1 		$2.71M Buy
71,568
+760
+1% +$26.1K 0.64% 45
2023
Q4 		$2.38M Buy
70,808
+23,210
+49% +$676K 0.61% 50
2023
Q3 		$1.3M Buy
47,598
+27,648
+139% +$818K 0.34% 70
2023
Q2 		$572K Sell
19,950
-256
-1% -$7.3K 0.14% 119
2023
Q1 		$578K Sell
20,206
-344
-2% -$11.4K 0.17% 111
2022
Q4 		$681K Sell
20,550
-250
-1% -$8.61K 0.21% 102
2022
Q3 		$628K Buy
20,800
+7,178
+53% +$240K 0.21% 97
2022
Q2 		$424K Sell
13,622
-627
-4% -$22.6K 0.13% 127
2022
Q1 		$587K Hold
14,249
– – 0.14% 123
2021
Q4 		$634K Sell
14,249
-390
-3% -$17.8K 0.15% 119
2021
Q3 		$621K Sell
14,639
-4,588
-24% -$185K 0.15% 120
2021
Q2 		$793K Buy
19,227
+4,364
+29% +$179K 0.19% 105
2021
Q1 		$575K Buy
14,863
+283
+2% +$9.77K 0.16% 109
2020
Q4 		$442K Sell
14,580
-1,162
-7% -$31.1K 0.14% 117
2020
Q3 		$379K Sell
15,742
-663
-4% -$16.5K 0.14% 114
2020
Q2 		$390K Buy
16,405
+240
+1% +$5.67K 0.17% 106
2020
Q1 		$343K Sell
16,165
-500
-3% -$15K 0.19% 88
2019
Q4 		$587K Buy
+16,665
New +$539K 0.26% 78

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 Solutions Wealth Management's BAC Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Bank of America (BAC) stake by 17% in Q2 2026, selling an estimated $188K and leaving 16,887 shares worth $962K. The position accounts for 0.13% of the portfolio, ranked #130.

Independent Solutions Wealth Management first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.42M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Independent Solutions Wealth Management held 16,887 shares of Bank of America worth $962K as of Q2 2026.
  • Independent Solutions Wealth Management sold 3,528 Bank of America shares in Q2 2026, an estimated $188K.
  • Bank of America made up 0.13% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Independent Solutions Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Bank of America position peaked at $3.42M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.