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

Investment Advisory Services’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 		$2.32M Sell
40,668
-6
-0% -$319 0.67% 39
2026
Q1 		$1.98M Buy
40,674
+117
+0.3% +$6.04K 0.63% 42
2025
Q4 		$2.23M Sell
40,557
-800
-2% -$42.3K 0.7% 39
2025
Q3 		$2.13M Sell
41,357
-1,523
-4% -$74.3K 0.67% 38
2025
Q2 		$2.03M Buy
42,880
+707
+2% +$29.7K 0.68% 36
2025
Q1 		$1.76M Buy
42,173
+42
+0.1% +$1.87K 0.64% 36
2024
Q4 		$1.85M Sell
42,131
-3,521
-8% -$155K 0.65% 36
2024
Q3 		$1.81M Sell
45,652
-131
-0.3% -$5.25K 0.64% 36
2024
Q2 		$1.82M Sell
45,783
-753
-2% -$28.9K 0.67% 35
2024
Q1 		$1.76M Sell
46,536
-1,754
-4% -$60.2K 0.65% 35
2023
Q4 		$1.63M Sell
48,290
-2,073
-4% -$60.4K 0.64% 40
2023
Q3 		$1.38M Buy
50,363
+1
+0% +$30 0.59% 45
2023
Q2 		$1.44M Buy
50,362
+2,930
+6% +$83.6K 0.61% 44
2023
Q1 		$1.36M Buy
47,432
+824
+2% +$27.2K 0.67% 42
2022
Q4 		$1.55M Sell
46,608
-679
-1% -$23.4K 0.8% 33
2022
Q3 		$1.43M Sell
47,287
-481
-1% -$16.1K 0.85% 32
2022
Q2 		$1.49M Buy
47,768
+3,406
+8% +$123K 0.86% 34
2022
Q1 		$1.83M Sell
44,362
-261
-0.6% -$11.8K 1.02% 32
2021
Q4 		$1.99M Sell
44,623
-11,306
-20% -$515K 1.08% 32
2021
Q3 		$2.37M Buy
55,929
+4
+0% +$161 1.45% 16
2021
Q2 		$2.31M Buy
+55,925
New +$2.29M 1.42% 18
2020
Q4 		$1.69M Buy
55,760
+5
+0% +$134 1.18% 25
2020
Q3 		$1.34M Buy
55,755
+7
+0% +$174 1.06% 28
2020
Q2 		$1.32M Buy
55,748
+1,798
+3% +$42.5K 1.13% 24
2020
Q1 		$1.15M Buy
53,950
+12,088
+29% +$362K 1.23% 23
2019
Q4 		$1.47M Buy
+41,862
New +$1.35M 1.33% 25

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Investment Advisory Services reduced its Bank of America (BAC) stake by 0.01% in Q2 2026, selling an estimated $319 and leaving 40,668 shares worth $2.32M. The position accounts for 0.67% of the portfolio, ranked #39.

Investment Advisory Services first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.37M in Q3 2021. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Investment Advisory Services held 40,668 shares of Bank of America worth $2.32M as of Q2 2026.
  • Investment Advisory Services sold 6 Bank of America shares in Q2 2026, an estimated $319.
  • Bank of America made up 0.67% of Investment Advisory Services's portfolio in Q2 2026, its #39 holding.
  • Investment Advisory Services first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Bank of America position peaked at $2.37M in Q3 2021.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.