Hager Investment Management Services’s Bank of America BAC Stock Holding History

Hager Investment Management Services’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	$1.03M	Buy	18,069 +481	+3%	+$25.6K	0.47%	58
2026 Q1	$857K	Buy	17,588 +1,192	+7%	+$61.5K	0.47%	59
2025 Q4	$902K	Sell	16,396 -1,198	-7%	-$63.3K	0.49%	56
2025 Q3	$908K	Sell	17,594 -670	-4%	-$32.7K	0.49%	49
2025 Q2	$864K	Buy	18,264 +589	+3%	+$24.8K	0.52%	49
2025 Q1	$738K	Buy	17,675 +584	+3%	+$26K	0.52%	51
2024 Q4	$751K	Buy	+17,091	New	+$752K	0.47%	47

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hager Investment Management Services's BAC Position: Q2 2026 in Review

Hager Investment Management Services increased its Bank of America (BAC) stake by 2.7% in Q2 2026, buying an estimated $25.6K and bringing the position to 18,069 shares worth $1.03M. The position accounts for 0.47% of the portfolio, ranked #58.

Hager Investment Management Services first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Hager Investment Management Services held 18,069 shares of Bank of America worth $1.03M as of Q2 2026.
Hager Investment Management Services bought 481 Bank of America shares in Q2 2026, an estimated $25.6K.
Bank of America made up 0.47% of Hager Investment Management Services's portfolio in Q2 2026, its #58 holding.
Hager Investment Management Services first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.