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Innovative Wealth Building’s Bank of America BAC Stock Holding History

Innovative Wealth Building’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 		$256K Sell
4,488
-289
-6% -$15.4K 0.15% 68
2026
Q1 		$233K Buy
4,777
+28
+0.6% +$1.45K 0.16% 64
2025
Q4 		$261K Buy
4,749
+251
+6% +$13.3K 0.19% 53
2025
Q3 		$232K Buy
+4,498
New +$219K 0.18% 52

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Innovative Wealth Building's BAC Position: Q2 2026 in Review

Innovative Wealth Building reduced its Bank of America (BAC) stake by 6% in Q2 2026, selling an estimated $15.4K and leaving 4,488 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #68.

Innovative Wealth Building first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q4 2025. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Innovative Wealth Building held 4,488 shares of Bank of America worth $256K as of Q2 2026.
  • Innovative Wealth Building sold 289 Bank of America shares in Q2 2026, an estimated $15.4K.
  • Bank of America made up 0.15% of Innovative Wealth Building's portfolio in Q2 2026, its #68 holding.
  • Innovative Wealth Building first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • Innovative Wealth Building's Bank of America position peaked at $261K in Q4 2025.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.