Integrity Wealth Advisors
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Integrity Wealth Advisors’s Bank of America BAC Stock Holding History

Integrity Wealth Advisors’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 		$394K Buy
+7,243
New +$441K 0.2% 49
2026
Q1 		$380K Buy
7,795
+2,576
+49% +$133K 0.23% 52
2025
Q4 		$287K Sell
5,219
-7,555
-59% -$399K 0.2% 61
2025
Q3 		$634K Buy
12,774
+3,923
+44% +$191K 0.23% 40
2025
Q2 		$419K Buy
8,851
+961
+12% +$40.4K 0.29% 43
2025
Q1 		$329K Sell
7,890
-124
-2% -$5.53K 0.24% 45
2024
Q4 		$352K Buy
+8,014
New +$353K 0.26% 43

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Integrity Wealth Advisors's BAC Position: Q3 2026 in Review

Integrity Wealth Advisors opened a new position in Bank of America (BAC) in Q3 2026: 7,243 shares worth $394K. The stake represents 0.2% of the portfolio and ranks #49 among its holdings. This is a return to the name: Integrity Wealth Advisors previously reported a position in BAC as recently as Q1 2026.

Integrity Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q3 2025. 2,259 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Integrity Wealth Advisors held 7,243 shares of Bank of America worth $394K as of Q3 2026.
  • Bank of America was a new Integrity Wealth Advisors position in Q3 2026.
  • Bank of America made up 0.2% of Integrity Wealth Advisors's portfolio in Q3 2026, its #49 holding.
  • Integrity Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Integrity Wealth Advisors's Bank of America position peaked at $634K in Q3 2025.
  • 2,259 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Integrity Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.