IPG Investment Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Sell |
29,355
-19,145
| -39% | -$988K | 0.25% | 96 |
|
|
2025
Q4 | $2.67M | Buy |
48,500
+29,069
| +150% | +$1.54M | 0.47% | 49 |
|
|
2025
Q3 | $1M | Sell |
19,431
-225
| -1% | -$11K | 0.18% | 95 |
|
|
2025
Q2 | $930K | Buy |
19,656
+506
| +3% | +$21.3K | 0.18% | 83 |
|
|
2025
Q1 | $799K | Sell |
19,150
-11,078
| -37% | -$494K | 0.18% | 81 |
|
|
2024
Q4 | $1.33M | Hold |
30,228
| – | – | 0.3% | 64 |
|
|
2024
Q3 | $1.2M | Hold |
30,228
| – | – | 0.26% | 67 |
|
|
2024
Q2 | $1.2M | Buy |
30,228
+400
| +1% | +$15.3K | 0.26% | 64 |
|
|
2024
Q1 | $1.13M | Sell |
29,828
-2,645
| -8% | -$90.8K | 0.25% | 63 |
|
|
2023
Q4 | $1.09M | Sell |
32,473
-2,238
| -6% | -$65.2K | 0.22% | 71 |
|
|
2023
Q3 | $950K | Sell |
34,711
-2,358
| -6% | -$69.8K | 0.21% | 73 |
|
|
2023
Q2 | $1.06M | Sell |
37,069
-27,300
| -42% | -$779K | 0.23% | 62 |
|
|
2023
Q1 | $1.84M | Buy |
64,369
+7,000
| +12% | +$231K | 0.42% | 43 |
|
|
2022
Q4 | $1.9M | Sell |
57,369
-30,000
| -34% | -$1.03M | 0.53% | 34 |
|
|
2022
Q3 | $2.64M | Buy |
87,369
+22,022
| +34% | +$736K | 0.74% | 30 |
|
|
2022
Q2 | $2.03M | Buy |
65,347
+22,645
| +53% | +$815K | 0.51% | 36 |
|
|
2022
Q1 | $1.76M | Sell |
42,702
-22,328
| -34% | -$1.01M | 0.34% | 48 |
|
|
2021
Q4 | $2.89M | Buy |
65,030
+20,873
| +47% | +$951K | 0.52% | 38 |
|
|
2021
Q3 | $1.87M | Buy |
44,157
+12,515
| +40% | +$504K | 0.59% | 32 |
|
|
2021
Q2 | $1.3M | Sell |
31,642
-1,000
| -3% | -$41K | 0.38% | 37 |
|
|
2021
Q1 | $1.26M | Sell |
32,642
-1,000
| -3% | -$34.5K | 0.25% | 66 |
|
|
2020
Q4 | $1.02M | Sell |
33,642
-500
| -1% | -$13.4K | 0.24% | 62 |
|
|
2020
Q3 | $822K | Buy |
34,142
+15,475
| +83% | +$385K | 0.24% | 66 |
|
|
2020
Q2 | $443K | Sell |
18,667
-5,563
| -23% | -$131K | 0.15% | 75 |
|
|
2020
Q1 | $514K | Buy |
24,230
+4,650
| +24% | +$139K | 0.22% | 69 |
|
|
2019
Q4 | $690K | Sell |
19,580
-2,050
| -9% | -$66.3K | 0.22% | 67 |
|
|
2019
Q3 | $631K | Sell |
21,630
-20,345
| -48% | -$585K | 0.22% | 62 |
|
|
2019
Q2 | $1.22M | Sell |
41,975
-11,322
| -21% | -$327K | 0.44% | 44 |
|
|
2019
Q1 | $1.47M | Sell |
53,297
-8,385
| -14% | -$237K | 0.5% | 39 |
|
|
2018
Q4 | $1.52M | Buy |
61,682
+6,354
| +11% | +$172K | 0.58% | 33 |
|
|
2018
Q3 | $1.63M | Sell |
55,328
-27,111
| -33% | -$826K | 0.53% | 34 |
|
|
2018
Q2 | $2.32M | Buy |
82,439
+9,026
| +12% | +$269K | 0.81% | 24 |
|
|
2018
Q1 | $2.2M | Buy |
73,413
+5,025
| +7% | +$158K | 0.72% | 24 |
|
|
2017
Q4 | $2.02M | Sell |
68,388
-3,193
| -4% | -$88K | 0.84% | 26 |
|
|
2017
Q3 | $1.81M | Sell |
71,581
-726
| -1% | -$17.6K | 0.62% | 30 |
|
|
2017
Q2 | $1.75M | Sell |
72,307
-22,050
| -23% | -$514K | 0.7% | 27 |
|
|
2017
Q1 | $2.23M | Buy |
94,357
+51,281
| +119% | +$1.22M | 1% | 23 |
|
|
2016
Q4 | $952K | Sell |
43,076
-77,677
| -64% | -$1.5M | 0.39% | 53 |
|
|
2016
Q3 | $1.89M | Sell |
120,753
-29,700
| -20% | -$442K | 0.79% | 26 |
|
|
2016
Q2 | $2M | Buy |
150,453
+54,577
| +57% | +$767K | 0.83% | 31 |
|
|
2016
Q1 | $1.3M | Sell |
95,876
-27,681
| -22% | -$374K | 0.58% | 36 |
|
|
2015
Q4 | $2.08M | Buy |
123,557
+7,900
| +7% | +$134K | 0.96% | 29 |
|
|
2015
Q3 | $1.8M | Sell |
115,657
-48,035
| -29% | -$808K | 0.84% | 27 |
|
|
2015
Q2 | $2.79M | Hold |
163,692
| – | – | 1.01% | 20 |
|
|
2015
Q1 | $2.52M | Buy |
163,692
+34,850
| +27% | +$560K | 0.96% | 23 |
|
|
2014
Q4 | $2.3M | Buy |
128,842
+50,028
| +63% | +$856K | 0.9% | 24 |
|
|
2014
Q3 | $1.34M | Sell |
78,814
-68,110
| -46% | -$1.08M | 0.48% | 31 |
|
|
2014
Q2 | $2.26M | Buy |
146,924
+52,700
| +56% | +$818K | 0.98% | 25 |
|
|
2014
Q1 | $1.63M | Buy |
94,224
+63,200
| +204% | +$1.06M | 0.76% | 27 |
|
|
2013
Q4 | $483K | Buy |
+31,024
| New | +$460K | 0.26% | 35 |
|
Other funds holding BAC
VCM
VPM
IPG Investment Advisors's BAC Position: Q1 2026 in Review
IPG Investment Advisors reduced its Bank of America (BAC) stake by 39% in Q1 2026, selling an estimated $988K and leaving 29,355 shares worth $1.43M. The position accounts for 0.25% of the portfolio, ranked #96.
IPG Investment Advisors first reported a position in BAC in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.89M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- IPG Investment Advisors held 29,355 shares of Bank of America worth $1.43M as of Q1 2026.
- IPG Investment Advisors sold 19,145 Bank of America shares in Q1 2026, an estimated $988K.
- Bank of America made up 0.25% of IPG Investment Advisors's portfolio in Q1 2026, its #96 holding.
- IPG Investment Advisors first reported a position in Bank of America in Q4 2013 and has held it in 50 quarters since.
- IPG Investment Advisors's Bank of America position peaked at $2.89M in Q4 2021.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.