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Investor's Fiduciary Advisor Network’s Bank of America BAC Stock Holding History

Investor's Fiduciary Advisor Network’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 		$578K Sell
10,152
-2,565
-20% -$136K 0.2% 113
2026
Q1 		$619K Buy
12,717
+465
+4% +$24K 0.19% 134
2025
Q4 		$673K Buy
12,252
+2,030
+20% +$107K 0.14% 141
2025
Q3 		$527K Hold
10,222
– – 0.18% 134
2025
Q2 		$483K Buy
+10,222
New +$430K 0.18% 134
2025
Q1 		– Sell
-14,744
Closed -$647K – 169
2024
Q4 		$647K Buy
+14,744
New +$649K 0.25% 98

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

Investor's Fiduciary Advisor Network's BAC Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Bank of America (BAC) stake by 20% in Q2 2026, selling an estimated $136K and leaving 10,152 shares worth $578K. The position accounts for 0.2% of the portfolio, ranked #113.

Investor's Fiduciary Advisor Network first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $673K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 10,152 shares of Bank of America worth $578K as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 2,565 Bank of America shares in Q2 2026, an estimated $136K.
  • Bank of America made up 0.2% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #113 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's Bank of America position peaked at $673K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.