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Integrated Investment Consultants’s Bank of America BAC Stock Holding History

Integrated Investment Consultants’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 		$2.86M Buy
50,174
+6
+0% +$319 0.56% 37
2026
Q1 		$2.45M Buy
50,168
+154
+0.3% +$7.95K 0.52% 43
2025
Q4 		$2.75M Buy
50,014
+29,252
+141% +$1.55M 0.54% 40
2025
Q3 		$1.07M Sell
20,762
-8,272
-28% -$404K 0.18% 81
2025
Q2 		$1.37M Sell
29,034
-10,283
-26% -$433K 0.27% 62
2025
Q1 		$1.64M Sell
39,317
-30,145
-43% -$1.34M 0.33% 57
2024
Q4 		$3.05M Buy
69,462
+34,065
+96% +$1.5M 0.63% 31
2024
Q3 		$1.4M Buy
35,397
+7,456
+27% +$299K 0.31% 47
2024
Q2 		$1.06M Hold
27,941
– – 0.29% 54
2024
Q1 		$1.06M Buy
27,941
+3,333
+14% +$114K 0.29% 54
2023
Q4 		$829K Buy
24,608
+564
+2% +$16.4K 0.26% 64
2023
Q3 		$658K Sell
24,044
-3,444
-13% -$102K 0.24% 71
2023
Q2 		$789K Buy
27,488
+5,493
+25% +$157K 0.25% 62
2023
Q1 		$629K Buy
21,995
+11,999
+120% +$396K 0.2% 77
2022
Q4 		$331K Buy
9,996
+792
+9% +$27.3K 0.11% 157
2022
Q3 		$278K Buy
9,204
+955
+12% +$31.9K 0.11% 166
2022
Q2 		$257K Sell
8,249
-2,528
-23% -$91K 0.09% 183
2022
Q1 		$444K Sell
10,777
-572
-5% -$25.8K 0.12% 146
2021
Q4 		$505K Buy
11,349
+769
+7% +$35K 0.13% 135
2021
Q3 		$449K Buy
10,580
+1,958
+23% +$78.9K 0.13% 135
2021
Q2 		$355K Buy
8,622
+1,896
+28% +$77.7K 0.1% 184
2021
Q1 		$260K Hold
6,726
– – 0.09% 205
2020
Q4 		$204K Buy
+6,726
New +$180K 0.08% 230
2018
Q2 		– Sell
-9,181
Closed -$275K – 214
2018
Q1 		$275K Buy
+9,181
New +$288K 0.11% 130
2017
Q3 		$113K Buy
4,453
+85
+2% +$2.06K 0.05% 270
2017
Q2 		$106K Hold
4,368
– – 0.05% 283
2017
Q1 		$103K Buy
4,368
+500
+13% +$11.9K 0.05% 282
2016
Q4 		$85K Hold
3,868
– – 0.04% 308
2016
Q3 		$61K Hold
3,868
– – 0.03% 365
2016
Q2 		$51K Hold
3,868
– – 0.03% 390
2016
Q1 		$50K Buy
+3,868
New +$52.2K 0.03% 349

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

Integrated Investment Consultants's BAC Position: Q2 2026 in Review

Integrated Investment Consultants increased its Bank of America (BAC) stake by 0.01% in Q2 2026, buying an estimated $319 and bringing the position to 50,174 shares worth $2.86M. The position accounts for 0.56% of the portfolio, ranked #37.

Integrated Investment Consultants first reported a position in BAC in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.05M in Q4 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Integrated Investment Consultants held 50,174 shares of Bank of America worth $2.86M as of Q2 2026.
  • Integrated Investment Consultants bought 6 Bank of America shares in Q2 2026, an estimated $319.
  • Bank of America made up 0.56% of Integrated Investment Consultants's portfolio in Q2 2026, its #37 holding.
  • Integrated Investment Consultants first reported a position in Bank of America in Q1 2016 and has held it in 31 quarters since.
  • Integrated Investment Consultants's Bank of America position peaked at $3.05M in Q4 2024.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.