Index Fund Advisors’s Bank of America BAC Stock Holding History

Index Fund 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	$363K	Buy	7,452 +577	+8%	+$29.8K	0.02%	95
2025 Q4	$378K	Buy	6,875 +76	+1%	+$4.02K	0.02%	106
2025 Q3	$351K	Buy	+6,799	New	+$332K	0.02%	105
2023 Q4	–	Sell	-7,411	Closed	-$203K	–	93
2023 Q3	$203K	Buy	+7,411	New	+$219K	0.01%	95
2022 Q4	–	Sell	-6,757	Closed	-$204K	–	84
2022 Q3	$204K	Sell	6,757 -1,235	-15%	-$41.3K	0.02%	84
2022 Q2	$249K	Sell	7,992 -7,438	-48%	-$268K	0.02%	78
2022 Q1	$636K	Buy	+15,430	New	+$696K	0.05%	46

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

Index Fund Advisors's BAC Position: Q1 2026 in Review

Index Fund Advisors increased its Bank of America (BAC) stake by 8.4% in Q1 2026, buying an estimated $29.8K and bringing the position to 7,452 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #95.

Index Fund Advisors first reported a position in BAC in Q1 2022 and has held it in 7 quarters since. The position peaked at $636K in Q1 2022. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Index Fund Advisors held 7,452 shares of Bank of America worth $363K as of Q1 2026.
Index Fund Advisors bought 577 Bank of America shares in Q1 2026, an estimated $29.8K.
Bank of America made up 0.02% of Index Fund Advisors's portfolio in Q1 2026, its #95 holding.
Index Fund Advisors first reported a position in Bank of America in Q1 2022 and has held it in 7 quarters since.
Index Fund Advisors's Bank of America position peaked at $636K in Q1 2022.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.