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Innovative Advisory Group, LLC’s Bank of America BAC Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-5,500
Closed -$268K – 32
2026
Q1 		$268K Buy
+5,500
New +$284K 0.22% 28

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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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

Innovative Advisory Group, LLC's BAC Position: Q2 2026 in Review

Innovative Advisory Group, LLC sold out of Bank of America (BAC) in Q2 2026, closing a stake of 5,500 shares — an estimated $268K sold.

Innovative Advisory Group, LLC first reported a position in BAC in Q1 2026 and held it in 1 quarter. The position peaked at $268K in Q1 2026. 3,620 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Innovative Advisory Group, LLC reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 5,500 Bank of America shares in Q2 2026, an estimated $268K.
  • Innovative Advisory Group, LLC first reported a position in Bank of America in Q1 2026 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's Bank of America position peaked at $268K in Q1 2026.
  • 3,620 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.