Integrated Wealth Concepts’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.1M | Buy |
457,988
+78,105
| +21% | +$4.15M | 0.13% | 153 |
|
|
2026
Q1 | $18.5M | Buy |
379,883
+195,990
| +107% | +$10.1M | 0.15% | 135 |
|
|
2025
Q4 | $10.1M | Sell |
183,893
-192,169
| -51% | -$10.2M | 0.12% | 159 |
|
|
2025
Q3 | $19.4M | Buy |
376,062
+4,002
| +1% | +$195K | 0.17% | 125 |
|
|
2025
Q2 | $17.6M | Buy |
372,060
+3,066
| +0.8% | +$129K | 0.18% | 121 |
|
|
2025
Q1 | $15.4M | Buy |
368,994
+7,500
| +2% | +$334K | 0.18% | 121 |
|
|
2024
Q4 | $15.9M | Buy |
361,494
+32,168
| +10% | +$1.42M | 0.18% | 119 |
|
|
2024
Q3 | $13.1M | Sell |
329,326
-8,694
| -3% | -$348K | 0.16% | 136 |
|
|
2024
Q2 | $13.4M | Sell |
338,020
-10,831
| -3% | -$415K | 0.18% | 125 |
|
|
2024
Q1 | $13.2M | Buy |
348,851
+7,540
| +2% | +$259K | 0.19% | 130 |
|
|
2023
Q4 | $11.5M | Sell |
341,311
-54,667
| -14% | -$1.59M | 0.19% | 128 |
|
|
2023
Q3 | $10.8M | Buy |
395,978
+28,944
| +8% | +$856K | 0.19% | 129 |
|
|
2023
Q2 | $10.5M | Buy |
367,034
+22,956
| +7% | +$655K | 0.18% | 135 |
|
|
2023
Q1 | $9.84M | Buy |
344,078
+139,713
| +68% | +$4.61M | 0.2% | 118 |
|
|
2022
Q4 | $6.77M | Buy |
204,365
+10,390
| +5% | +$358K | 0.18% | 116 |
|
|
2022
Q3 | $5.86M | Buy |
193,975
+6,440
| +3% | +$215K | 0.19% | 111 |
|
|
2022
Q2 | $5.84M | Buy |
187,535
+10,561
| +6% | +$380K | 0.18% | 121 |
|
|
2022
Q1 | $7.29M | Buy |
176,974
+10,590
| +6% | +$478K | 0.22% | 97 |
|
|
2021
Q4 | $7.4M | Buy |
166,384
+2,567
| +2% | +$117K | 0.22% | 90 |
|
|
2021
Q3 | $6.95M | Buy |
163,817
+28,409
| +21% | +$1.14M | 0.23% | 89 |
|
|
2021
Q2 | $5.58M | Buy |
135,408
+9,490
| +8% | +$389K | 0.2% | 102 |
|
|
2021
Q1 | $4.87M | Sell |
125,918
-14,403
| -10% | -$497K | 0.2% | 98 |
|
|
2020
Q4 | $4.25M | Buy |
140,321
+5,029
| +4% | +$135K | 0.2% | 90 |
|
|
2020
Q3 | $3.26M | Sell |
135,292
-11,137
| -8% | -$277K | 0.2% | 95 |
|
|
2020
Q2 | $3.48M | Buy |
146,429
+39,271
| +37% | +$928K | 0.25% | 77 |
|
|
2020
Q1 | $2.27M | Sell |
107,158
-2,796
| -3% | -$83.8K | 0.21% | 85 |
|
|
2019
Q4 | $3.87M | Buy |
109,954
+12,463
| +13% | +$403K | 0.33% | 63 |
|
|
2019
Q3 | $2.84M | Sell |
97,491
-10,916
| -10% | -$314K | 0.32% | 65 |
|
|
2019
Q2 | $2.95M | Buy |
108,407
+31,465
| +41% | +$907K | 0.39% | 59 |
|
|
2019
Q1 | $2.12M | Sell |
76,942
-13,229
| -15% | -$374K | 0.36% | 63 |
|
|
2018
Q4 | $2.22M | Buy |
90,171
+68,508
| +316% | +$1.86M | 0.6% | 41 |
|
|
2018
Q3 | $642K | Buy |
21,663
+1,348
| +7% | +$41.1K | 0.19% | 98 |
|
|
2018
Q2 | $574K | Sell |
20,315
-544
| -3% | -$16.2K | 0.2% | 100 |
|
|
2018
Q1 | $611K | Sell |
20,859
-2,630
| -11% | -$82.6K | 0.25% | 86 |
|
|
2017
Q4 | $707K | Buy |
+23,489
| New | +$647K | 0.3% | 67 |
|
Other funds holding BAC
Integrated Wealth Concepts's BAC Position: Q2 2026 in Review
Integrated Wealth Concepts increased its Bank of America (BAC) stake by 21% in Q2 2026, buying an estimated $4.15M and bringing the position to 457,988 shares worth $26.1M. The position accounts for 0.13% of the portfolio, ranked #153.
Integrated Wealth Concepts first reported a position in BAC in Q4 2017 and has held it in 35 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Integrated Wealth Concepts held 457,988 shares of Bank of America worth $26.1M as of Q2 2026.
- Integrated Wealth Concepts bought 78,105 Bank of America shares in Q2 2026, an estimated $4.15M.
- Bank of America made up 0.13% of Integrated Wealth Concepts's portfolio in Q2 2026, its #153 holding.
- Integrated Wealth Concepts first reported a position in Bank of America in Q4 2017 and has held it in 35 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.