Iron Gate Global 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 | $455K | Buy |
9,334
+1,649
| +21% | +$85.1K | 0.05% | 60 |
|
|
2025
Q4 | $423K | Buy |
7,685
+56
| +0.7% | +$2.96K | 0.04% | 61 |
|
|
2025
Q3 | $394K | Buy |
7,629
+2,268
| +42% | +$111K | 0.04% | 65 |
|
|
2025
Q2 | $254K | Buy |
+5,361
| New | +$226K | 0.03% | 73 |
|
|
2024
Q4 | – | Sell |
-5,442
| Closed | -$216K | – | 89 |
|
|
2024
Q3 | $216K | Sell |
5,442
-683
| -11% | -$27.4K | 0.03% | 85 |
|
|
2024
Q2 | $244K | Sell |
6,125
-26,800
| -81% | -$1.03M | 0.04% | 81 |
|
|
2024
Q1 | $1.24M | Sell |
32,925
-680,187
| -95% | -$23.3M | 0.22% | 35 |
|
|
2023
Q4 | $24M | Sell |
713,112
-24,412
| -3% | -$711K | 4.75% | 8 |
|
|
2023
Q3 | $20.3M | Buy |
737,524
+10,802
| +1% | +$320K | 4.57% | 8 |
|
|
2023
Q2 | $20.9M | Buy |
726,722
+8,811
| +1% | +$251K | 4.51% | 9 |
|
|
2023
Q1 | $20.5M | Buy |
717,911
+10,463
| +1% | +$345K | 5.05% | 6 |
|
|
2022
Q4 | $23.5M | Buy |
707,448
+656
| +0.1% | +$22.6K | 6.42% | 6 |
|
|
2022
Q3 | $21.4M | Buy |
706,792
+29,130
| +4% | +$974K | 6% | 7 |
|
|
2022
Q2 | $21.1M | Buy |
677,662
+50,039
| +8% | +$1.8M | 5.81% | 7 |
|
|
2022
Q1 | $25.9M | Buy |
627,623
+86,196
| +16% | +$3.89M | 5.92% | 6 |
|
|
2021
Q4 | $25.9M | Buy |
541,427
+19,302
| +4% | +$879K | 6.08% | 6 |
|
|
2021
Q3 | $22.1M | Buy |
522,125
+7,741
| +2% | +$312K | 6% | 7 |
|
|
2021
Q2 | $21.2M | Buy |
514,384
+11,966
| +2% | +$491K | 5.96% | 6 |
|
|
2021
Q1 | $19.4M | Buy |
502,418
+11,499
| +2% | +$397K | 6.2% | 6 |
|
|
2020
Q4 | $14.9M | Buy |
490,919
+2,537
| +0.5% | +$68K | 5.49% | 7 |
|
|
2020
Q3 | $11.8M | Buy |
488,382
+26,656
| +6% | +$664K | 4.96% | 7 |
|
|
2020
Q2 | $11M | Buy |
461,726
+35,144
| +8% | +$830K | 5.32% | 6 |
|
|
2020
Q1 | $9.04M | Buy |
+426,582
| New | +$12.8M | 6.14% | 6 |
|
|
2019
Q4 | – | Sell |
-374,253
| Closed | -$10.9M | – | 76 |
|
|
2019
Q3 | $10.9M | Buy |
374,253
+43,019
| +13% | +$1.24M | 6.62% | 6 |
|
|
2019
Q2 | $9.48M | Buy |
331,234
+15,923
| +5% | +$459K | 6.31% | 6 |
|
|
2019
Q1 | $8.7M | Sell |
315,311
-1,531
| -0.5% | -$43.3K | 3.48% | 9 |
|
|
2018
Q4 | $9.22M | Buy |
316,842
+23,793
| +8% | +$646K | 6.84% | 4 |
|
|
2018
Q3 | $8.18M | Buy |
293,049
+61,708
| +27% | +$1.88M | 5.32% | 7 |
|
|
2018
Q2 | $6.52M | Buy |
231,341
+18,541
| +9% | +$553K | 4.78% | 8 |
|
|
2018
Q1 | $6.38M | Buy |
212,800
+12,162
| +6% | +$382K | 4.85% | 7 |
|
|
2017
Q4 | $5.92M | Buy |
200,638
+8,195
| +4% | +$226K | 5.01% | 7 |
|
|
2017
Q3 | $4.88M | Buy |
192,443
+13,767
| +8% | +$334K | 4.55% | 7 |
|
|
2017
Q2 | $4.33M | Buy |
+178,676
| New | +$4.17M | 4.79% | 7 |
|
Other funds holding BAC
VCM
VPM
Iron Gate Global Advisors's BAC Position: Q1 2026 in Review
Iron Gate Global Advisors increased its Bank of America (BAC) stake by 21% in Q1 2026, buying an estimated $85.1K and bringing the position to 9,334 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #60.
Iron Gate Global Advisors first reported a position in BAC in Q2 2017 and has held it in 33 quarters since. The position peaked at $25.9M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Iron Gate Global Advisors held 9,334 shares of Bank of America worth $455K as of Q1 2026.
- Iron Gate Global Advisors bought 1,649 Bank of America shares in Q1 2026, an estimated $85.1K.
- Bank of America made up 0.05% of Iron Gate Global Advisors's portfolio in Q1 2026, its #60 holding.
- Iron Gate Global Advisors first reported a position in Bank of America in Q2 2017 and has held it in 33 quarters since.
- Iron Gate Global Advisors's Bank of America position peaked at $25.9M in Q4 2021.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.