Integris Wealth Management’s Bank of America BAC Stock Holding History

Integris Wealth Management’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 Q3	$611K	Sell	11,224 -140	-1%	-$8.53K	0.12%	59
2026 Q2	$648K	Buy	11,364 +627	+6%	+$33.3K	0.13%	56
2026 Q1	$523K	Hold	10,737	–	–	0.12%	57
2025 Q4	$591K	Sell	10,737 -50	-0.5%	-$2.64K	0.13%	57
2025 Q3	$557K	Hold	10,787	–	–	0.14%	60
2025 Q2	$510K	Buy	10,787 +199	+2%	+$8.37K	0.13%	59
2025 Q1	$442K	Hold	10,588	–	–	0.13%	57
2024 Q4	$465K	Sell	10,588 -100	-0.9%	-$4.4K	0.13%	58
2024 Q3	$424K	Buy	10,688 +970	+10%	+$38.9K	0.12%	58
2024 Q2	$387K	Hold	9,718	–	–	0.11%	60
2024 Q1	$369K	Sell	9,718 -2,605	-21%	-$89.4K	0.1%	63
2023 Q4	$415K	Buy	+12,323	New	+$359K	0.12%	61

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Integris Wealth Management's BAC Position: Q3 2026 in Review

Integris Wealth Management reduced its Bank of America (BAC) stake by 1.2% in Q3 2026, selling an estimated $8.53K and leaving 11,224 shares worth $611K. The position accounts for 0.12% of the portfolio, ranked #59.

Integris Wealth Management first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $648K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Integris Wealth Management held 11,224 shares of Bank of America worth $611K as of Q3 2026.
Integris Wealth Management sold 140 Bank of America shares in Q3 2026, an estimated $8.53K.
Bank of America made up 0.12% of Integris Wealth Management's portfolio in Q3 2026, its #59 holding.
Integris Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Integris Wealth Management's Bank of America position peaked at $648K in Q2 2026.
1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.