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Hamilton Point Investment Advisors’s Bank of America BAC Stock Holding History

Hamilton Point Investment 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
2026
Q2 		$341K Hold
5,980
– – 0.05% 112
2026
Q1 		$292K Hold
5,980
– – 0.04% 114
2025
Q4 		$329K Sell
5,980
-8
-0.1% -$423 0.05% 110
2025
Q3 		$309K Hold
5,988
– – 0.05% 112
2025
Q2 		$283K Hold
5,988
– – 0.05% 115
2025
Q1 		$250K Buy
5,988
+190
+3% +$8.47K 0.04% 114
2024
Q4 		$255K Sell
5,798
-493
-8% -$21.7K 0.05% 112
2024
Q3 		$250K Buy
+6,291
New +$252K 0.04% 107

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Hamilton Point Investment Advisors's BAC Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Bank of America (BAC) position steady in Q2 2026 at 5,980 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #112.

Hamilton Point Investment Advisors first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hamilton Point Investment Advisors held 5,980 shares of Bank of America worth $341K as of Q2 2026.
  • Hamilton Point Investment Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.05% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Hamilton Point Investment Advisors first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.