Ibex Wealth Advisors’s Bank America Corp Position
Does Ibex Wealth Advisors own Bank America Corp (BAC)? Yes — 326.3K shares worth $16M (+1.53% of its 13F portfolio) as of Q1 2026, up from 303.6K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
326.3K
% of Portfolio
+1.53%
Quarters Held
28
currently held
Position History BAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 326.3K | $16M | +1.53% |
| Q4 2025 | 303.6K | $12M | +1.21% |
| Q3 2025 | 305.2K | $13M | +1.28% |
| Q2 2025 | 310.9K | $13M | +1.44% |
| Q1 2025 | 232.2K | $11M | +1.39% |
| Q4 2024 | 238.8K | $10M | +1.12% |
| Q2 2024 | 277.3K | $11M | +1.77% |
| Q1 2024 | 212.8K | $8,385 | +2.27% |
| Q4 2023 | 200 | $7,552 | +1.64% |
| Q3 2023 | 214.4K | $6,950 | +1.77% |
| Q1 2023 | 225.1K | $8,753 | +2.27% |
| Q4 2022 | 212.8K | $8,385 | +1.89% |
| Q3 2022 | 257.6K | $10M | +2.54% |
| Q2 2022 | 260.9K | $13M | +3.05% |
| Q1 2022 | 268.4K | $13M | +2.53% |
| Q4 2021 | 246.7K | $13M | +2.22% |
| Q3 2021 | 243.6K | $13M | +2.45% |
| Q2 2021 | 239.1K | $13M | +2.57% |
| Q1 2021 | 238.3K | $13M | +3.24% |
| Q4 2020 | 197.8K | $12M | +3.04% |
| Q3 2020 | 196.0K | $12M | +3.38% |
| Q2 2020 | 196.1K | $11M | +3.47% |
| Q1 2020 | 203.5K | $11M | +4.26% |
| Q4 2019 | 156.3K | $10M | +2.94% |
| Q3 2019 | 155.3K | $9M | +3.11% |
| Q2 2019 | 159.0K | $9M | +2.59% |
| Q1 2019 | 158.0K | $9M | +3.28% |
| Q4 2018 | 171.4K | $10M | +4.40% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ibex Wealth Advisors’s full portfolio or all institutional holders of BAC.