Iron Gate Global Advisors’s Bank of America BAC Stock Holding History

Iron Gate Global Advisors’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
2024 Q1	–	Sell	-13,000	Closed	-$16.4K	–	101
2023 Q4	$16.4K	Hold	13,000	–	–	﹤0.01%	97
2023 Q3	$2.6K	Hold	13,000	–	–	﹤0.01%	93
2023 Q2	$8.9K	Sell	13,000 -500	-4%	-$14.3K	﹤0.01%	90
2023 Q1	$21.7K	Buy	13,500 +100	+0.7%	+$3.3K	0.01%	86
2022 Q4	$61.7K	Buy	13,400 +400	+3%	+$13.8K	0.02%	88
2022 Q3	$51K	Buy	+13,000	New	+$435K	0.01%	85
2019 Q3	–	Sell	-170,000	Closed	-$10K	–	72
2019 Q2	$10K	Buy	+170,000	New	+$4.9M	0.01%	71
2019 Q1	–	Sell	-1,700	Closed	-$42K	–	73
2018 Q4	$42K	Buy	+1,700	New	+$46.1K	0.03%	67
2018 Q3	–	Sell	-1,800	Closed	-$11K	–	241
2018 Q2	$11K	Buy	1,800 +100	+6%	+$2.98K	0.01%	138
2018 Q1	$15K	Buy	+1,700	New	+$53.4K	0.01%	55

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.