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Innovative Asset Advisors Group’s Bank of America BAC Stock Holding History

Innovative Asset Advisors 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 		$280K Sell
4,907
-1,037
-17% -$55.2K 0.12% 145
2026
Q1 		$290K Buy
+5,944
New +$307K 0.17% 109

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Asset Advisors Group's BAC Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Bank of America (BAC) stake by 17% in Q2 2026, selling an estimated $55.2K and leaving 4,907 shares worth $280K. The position accounts for 0.12% of the portfolio, ranked #145.

Innovative Asset Advisors Group first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. The position peaked at $290K in Q1 2026. 3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Innovative Asset Advisors Group held 4,907 shares of Bank of America worth $280K as of Q2 2026.
  • Innovative Asset Advisors Group sold 1,037 Bank of America shares in Q2 2026, an estimated $55.2K.
  • Bank of America made up 0.12% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #145 holding.
  • Innovative Asset Advisors Group first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Bank of America position peaked at $290K in Q1 2026.
  • 3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.