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Intergy Private Wealth’s Bank of America BAC Stock Holding History

Intergy Private Wealth’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 		$375K Buy
6,583
+413
+7% +$22K 0.09% 88
2026
Q1 		$301K Buy
6,170
+534
+9% +$27.6K 0.09% 89
2025
Q4 		$310K Buy
5,636
+70
+1% +$3.7K 0.09% 83
2025
Q3 		$287K Buy
5,566
+348
+7% +$17K 0.09% 83
2025
Q2 		$247K Sell
5,218
-62
-1% -$2.61K 0.08% 85
2025
Q1 		$220K Sell
5,280
-1,864
-26% -$83.1K 0.08% 91
2024
Q4 		$314K Sell
7,144
-794
-10% -$34.9K 0.12% 71
2024
Q3 		$315K Buy
7,938
+200
+3% +$8.02K 0.12% 70
2024
Q2 		$308K Buy
7,738
+353
+5% +$13.5K 0.13% 68
2024
Q1 		$280K Buy
7,385
+112
+2% +$3.85K 0.12% 72
2023
Q4 		$245K Buy
+7,273
New +$212K 0.11% 72
2023
Q1 		– Sell
-6,229
Closed -$206K – 70
2022
Q4 		$206K Buy
+6,229
New +$215K 0.13% 61

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

Intergy Private Wealth's BAC Position: Q2 2026 in Review

Intergy Private Wealth increased its Bank of America (BAC) stake by 6.7% in Q2 2026, buying an estimated $22K and bringing the position to 6,583 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #88.

Intergy Private Wealth first reported a position in BAC in Q4 2022 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Intergy Private Wealth held 6,583 shares of Bank of America worth $375K as of Q2 2026.
  • Intergy Private Wealth bought 413 Bank of America shares in Q2 2026, an estimated $22K.
  • Bank of America made up 0.09% of Intergy Private Wealth's portfolio in Q2 2026, its #88 holding.
  • Intergy Private Wealth first reported a position in Bank of America in Q4 2022 and has held it in 12 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.