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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Integris Wealth Management's BAC Position: Q2 2026 in Review

Integris Wealth Management increased its Bank of America (BAC) stake by 5.8% in Q2 2026, buying an estimated $33.3K and bringing the position to 11,364 shares worth $648K. The position accounts for 0.13% of the portfolio, ranked #56.

Integris Wealth Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Integris Wealth Management held 11,364 shares of Bank of America worth $648K as of Q2 2026.
Integris Wealth Management bought 627 Bank of America shares in Q2 2026, an estimated $33.3K.
Bank of America made up 0.13% of Integris Wealth Management's portfolio in Q2 2026, its #56 holding.
Integris Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.