Intrepid Financial Planning Group’s Bank of America BAC Stock Holding History

Intrepid Financial Planning Group’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	$1.4M	Sell	24,641 -7	-0%	-$372	0.48%	48
2026 Q1	$1.2M	Hold	24,648	–	–	0.49%	51
2025 Q4	$1.36M	Hold	24,648	–	–	0.52%	46
2025 Q3	$1.27M	Hold	24,648	–	–	0.48%	48
2025 Q2	$1.17M	Buy	24,648 +251	+1%	+$10.6K	0.49%	48
2025 Q1	$1.02M	Hold	24,397	–	–	0.47%	46
2024 Q4	$1.07M	Hold	24,397	–	–	0.45%	49
2024 Q3	$968K	Hold	24,397	–	–	0.41%	52
2024 Q2	$970K	Buy	24,397 +374	+2%	+$14.3K	0.42%	48
2024 Q1	$911K	Hold	24,023	–	–	0.39%	52
2023 Q4	$809K	Hold	24,023	–	–	0.39%	48
2023 Q3	$658K	Hold	24,023	–	–	0.34%	52
2023 Q2	$689K	Sell	24,023 -503	-2%	-$14.4K	0.33%	55
2023 Q1	$701K	Buy	24,526 +3	+0%	+$99	0.35%	52
2022 Q4	$812K	Hold	24,523	–	–	0.44%	46
2022 Q3	$741K	Buy	24,523 +229	+0.9%	+$7.66K	0.42%	45
2022 Q2	$756K	Buy	+24,294	New	+$875K	0.42%	46

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intrepid Financial Planning Group's BAC Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Bank of America (BAC) stake by 0.03% in Q2 2026, selling an estimated $372 and leaving 24,641 shares worth $1.4M. The position accounts for 0.48% of the portfolio, ranked #48.

Intrepid Financial Planning Group first reported a position in BAC in Q2 2022 and has held it in 17 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Intrepid Financial Planning Group held 24,641 shares of Bank of America worth $1.4M as of Q2 2026.
Intrepid Financial Planning Group sold 7 Bank of America shares in Q2 2026, an estimated $372.
Bank of America made up 0.48% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #48 holding.
Intrepid Financial Planning Group first reported a position in Bank of America in Q2 2022 and has held it in 17 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.