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Investment Advisory Group’s Bank of America BAC Stock Holding History

Investment Advisory 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 		$557K Buy
9,773
+215
+2% +$11.4K 0.12% 110
2026
Q1 		$466K Sell
9,558
-418
-4% -$21.6K 0.12% 115
2025
Q4 		$549K Buy
9,976
+1,636
+20% +$86.5K 0.14% 104
2025
Q3 		$430K Sell
8,340
-5
-0.1% -$244 0.12% 113
2025
Q2 		$395K Buy
8,345
+541
+7% +$22.8K 0.12% 114
2025
Q1 		$326K Buy
7,804
+70
+0.9% +$3.12K 0.11% 123
2024
Q4 		$340K Sell
7,734
-25
-0.3% -$1.1K 0.11% 116
2024
Q3 		$308K Buy
7,759
+54
+0.7% +$2.16K 0.11% 127
2024
Q2 		$306K Buy
7,705
+1,032
+15% +$39.5K 0.12% 118
2024
Q1 		$253K Buy
6,673
+25
+0.4% +$858 0.1% 134
2023
Q4 		$224K Buy
+6,648
New +$194K 0.1% 136
2023
Q2 		– Sell
-7,264
Closed -$208K – 148
2023
Q1 		$208K Buy
7,264
+424
+6% +$14K 0.12% 128
2022
Q4 		$227K Buy
6,840
+8
+0.1% +$276 0.14% 123
2022
Q3 		$206K Buy
6,832
+9
+0.1% +$301 0.14% 118
2022
Q2 		$215K Sell
6,823
-371
-5% -$13.4K 0.15% 114
2022
Q1 		$295K Buy
7,194
+274
+4% +$12.4K 0.18% 97
2021
Q4 		$339K Buy
+6,920
New +$315K 0.22% 83

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

Investment Advisory Group's BAC Position: Q2 2026 in Review

Investment Advisory Group increased its Bank of America (BAC) stake by 2.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 9,773 shares worth $557K. The position accounts for 0.12% of the portfolio, ranked #110.

Investment Advisory Group first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Investment Advisory Group held 9,773 shares of Bank of America worth $557K as of Q2 2026.
  • Investment Advisory Group bought 215 Bank of America shares in Q2 2026, an estimated $11.4K.
  • Bank of America made up 0.12% of Investment Advisory Group's portfolio in Q2 2026, its #110 holding.
  • Investment Advisory Group first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.