BHK 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 | $349K | Sell |
7,156
-1,500
| -17% | -$77.4K | 0.12% | 65 |
|
|
2025
Q4 | $476K | Buy |
8,656
+3,907
| +82% | +$207K | 0.16% | 54 |
|
|
2025
Q3 | $245K | Sell |
4,749
-52
| -1% | -$2.54K | 0.09% | 64 |
|
|
2025
Q2 | $227K | Sell |
4,801
-29
| -0.6% | -$1.22K | 0.09% | 62 |
|
|
2025
Q1 | $202K | Sell |
4,830
-5,350
| -53% | -$238K | 0.09% | 62 |
|
|
2024
Q4 | $447K | Buy |
10,180
+2,590
| +34% | +$114K | 0.17% | 47 |
|
|
2024
Q3 | $301K | Hold |
7,590
| – | – | 0.11% | 58 |
|
|
2024
Q2 | $302K | Sell |
7,590
-3,533
| -32% | -$135K | 0.12% | 52 |
|
|
2024
Q1 | $422K | Buy |
11,123
+3,916
| +54% | +$134K | 0.16% | 48 |
|
|
2023
Q4 | $243K | Sell |
7,207
-600
| -8% | -$17.5K | 0.14% | 51 |
|
|
2023
Q3 | $214K | Sell |
7,807
-6,333
| -45% | -$187K | 0.1% | 53 |
|
|
2023
Q2 | $406K | Buy |
14,140
+333
| +2% | +$9.5K | 0.17% | 46 |
|
|
2023
Q1 | $395K | Buy |
13,807
+3,027
| +28% | +$99.9K | 0.17% | 48 |
|
|
2022
Q4 | $357K | Sell |
10,780
-1,000
| -8% | -$34.4K | 0.2% | 46 |
|
|
2022
Q3 | $356K | Hold |
11,780
| – | – | 0.18% | 44 |
|
|
2022
Q2 | $367K | Hold |
11,780
| – | – | 0.17% | 47 |
|
|
2022
Q1 | $486K | Hold |
11,780
| – | – | 0.2% | 36 |
|
|
2021
Q4 | $524K | Sell |
11,780
-200
| -2% | -$9.11K | 0.21% | 34 |
|
|
2021
Q3 | $509K | Hold |
11,980
| – | – | 0.21% | 31 |
|
|
2021
Q2 | $494K | Sell |
11,980
-2,020
| -14% | -$82.8K | 0.2% | 33 |
|
|
2021
Q1 | $424K | Hold |
14,000
| – | – | 0.2% | 36 |
|
|
2020
Q4 | $424K | Buy |
14,000
+65
| +0.5% | +$1.74K | 0.2% | 36 |
|
|
2020
Q3 | $336K | Buy |
13,935
+575
| +4% | +$14.3K | 0.19% | 41 |
|
|
2020
Q2 | $317K | Sell |
13,360
-3,900
| -23% | -$92.1K | 0.19% | 37 |
|
|
2020
Q1 | $366K | Sell |
17,260
-432
| -2% | -$13K | 0.26% | 31 |
|
|
2019
Q4 | $623K | Sell |
17,692
-8,171
| -32% | -$264K | 0.35% | 31 |
|
|
2019
Q3 | $754K | Buy |
25,863
+11
| +0% | +$316 | 0.44% | 37 |
|
|
2019
Q2 | $750K | Buy |
25,852
+9,316
| +56% | +$269K | 0.43% | 38 |
|
|
2019
Q1 | $456K | Sell |
16,536
-1
| -0% | -$28 | 0.28% | 53 |
|
|
2018
Q4 | $407K | Buy |
16,537
+202
| +1% | +$5.48K | 0.31% | 43 |
|
|
2018
Q3 | $481K | Buy |
16,335
+4,211
| +35% | +$128K | 0.32% | 39 |
|
|
2018
Q2 | $342K | Buy |
12,124
+1,001
| +9% | +$29.9K | 0.24% | 47 |
|
|
2018
Q1 | $334K | Buy |
11,123
+1,523
| +16% | +$47.8K | 0.25% | 42 |
|
|
2017
Q4 | $283K | Buy |
+9,600
| New | +$265K | 0.24% | 41 |
|
Other funds holding BAC
VCM
VPM
BHK Investment Advisors's BAC Position: Q1 2026 in Review
BHK Investment Advisors reduced its Bank of America (BAC) stake by 17% in Q1 2026, selling an estimated $77.4K and leaving 7,156 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #65.
BHK Investment Advisors first reported a position in BAC in Q4 2017 and has held it in 34 quarters since. The position peaked at $754K in Q3 2019. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- BHK Investment Advisors held 7,156 shares of Bank of America worth $349K as of Q1 2026.
- BHK Investment Advisors sold 1,500 Bank of America shares in Q1 2026, an estimated $77.4K.
- Bank of America made up 0.12% of BHK Investment Advisors's portfolio in Q1 2026, its #65 holding.
- BHK Investment Advisors first reported a position in Bank of America in Q4 2017 and has held it in 34 quarters since.
- BHK Investment Advisors's Bank of America position peaked at $754K in Q3 2019.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.