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

Investment Research & 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 		$301K Buy
4,846
+13
+0.3% +$691 0.09% 70
2026
Q1 		$249K Buy
4,833
+16
+0.3% +$826 0.09% 70
2025
Q4 		$272K Buy
4,817
+13
+0.3% +$687 0.09% 66
2025
Q3 		$255K Buy
4,804
+14
+0.3% +$683 0.09% 67
2025
Q2 		$227K Buy
4,790
+14
+0.3% +$589 0.08% 68
2025
Q1 		$199K Hold
4,776
– – 0.08% 73
2024
Q4 		$210K Hold
4,776
– – 0.09% 67
2024
Q3 		$190K Sell
4,776
-30
-0.6% -$1.2K 0.08% 69
2024
Q2 		$191K Hold
4,806
– – 0.08% 65
2024
Q1 		$182K Sell
4,806
-30
-0.6% -$1.03K 0.08% 64
2023
Q4 		$163K Hold
4,836
– – 0.08% 70
2023
Q3 		$132K Hold
4,836
– – 0.08% 73
2023
Q2 		$139K Buy
4,836
+175
+4% +$4.99K 0.08% 71
2023
Q1 		$133K Hold
4,661
– – 0.09% 71
2022
Q4 		$154K Hold
4,661
– – 0.1% 68
2022
Q3 		$141K Hold
4,661
– – 0.11% 64
2022
Q2 		$145K Hold
4,661
– – 0.1% 66
2022
Q1 		$192K Hold
4,661
– – 0.12% 64
2021
Q4 		$207K Buy
4,661
+2,181
+88% +$99.4K 0.13% 60
2021
Q3 		$106K Sell
2,480
-293
-11% -$11.8K 0.07% 77
2021
Q2 		$114K Buy
2,773
+293
+12% +$12K 0.08% 82
2021
Q1 		$96K Hold
2,480
– – 0.07% 77
2020
Q4 		$75K Hold
2,480
– – 0.06% 86
2020
Q3 		$60K Hold
2,480
– – 0.05% 90
2020
Q2 		$59K Hold
2,480
– – 0.05% 87
2020
Q1 		$53K Sell
2,480
-3,523
-59% -$106K 0.05% 85
2019
Q4 		$211K Buy
+6,003
New +$194K 0.2% 50

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Investment Research & Advisory Group increased its Bank of America (BAC) stake by 0.27% in Q2 2026, buying an estimated $691 and bringing the position to 4,846 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #70.

Investment Research & Advisory Group first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 1,603 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Investment Research & Advisory Group held 4,846 shares of Bank of America worth $301K as of Q2 2026.
  • Investment Research & Advisory Group bought 13 Bank of America shares in Q2 2026, an estimated $691.
  • Bank of America made up 0.09% of Investment Research & Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Investment Research & Advisory Group first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 1,603 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.