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Hardy Reed’s Bank of America BAC Stock Holding History

Hardy Reed’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
Q1 		$392K Sell
8,031
-1,037
-11% -$53.5K 0.03% 164
2025
Q4 		$499K Buy
9,068
+281
+3% +$14.9K 0.04% 137
2025
Q3 		$453K Buy
8,787
+1,075
+14% +$52.4K 0.03% 149
2025
Q2 		$365K Sell
7,712
-308
-4% -$13K 0.03% 170
2025
Q1 		$335K Buy
8,020
+143
+2% +$6.37K 0.03% 172
2024
Q4 		$346K Hold
7,877
– – 0.03% 170
2024
Q3 		$313K Sell
7,877
-7
-0.1% -$281 0.03% 183
2024
Q2 		$314K Buy
7,884
+133
+2% +$5.1K 0.03% 174
2024
Q1 		$294K Sell
7,751
-835
-10% -$28.7K 0.04% 91
2023
Q4 		$289K Sell
8,586
-120
-1% -$3.49K 0.04% 95
2023
Q3 		$238K Buy
8,706
+246
+3% +$7.28K 0.04% 88
2023
Q2 		$243K Sell
8,460
-320
-4% -$9.13K 0.04% 83
2023
Q1 		$251K Buy
8,780
+1,000
+13% +$33K 0.04% 91
2022
Q4 		$258K Hold
7,780
– – 0.05% 89
2022
Q3 		$235K Sell
7,780
-300
-4% -$10K 0.05% 77
2022
Q2 		$252K Buy
8,080
+300
+4% +$10.8K 0.05% 70
2022
Q1 		$321K Hold
7,780
– – 0.06% 63
2021
Q4 		$346K Sell
7,780
-902
-10% -$41.1K 0.06% 75
2021
Q3 		$369K Sell
8,682
-315
-4% -$12.7K 0.07% 70
2021
Q2 		$371K Sell
8,997
-25
-0.3% -$1.02K 0.07% 68
2021
Q1 		$349K Sell
9,022
-30
-0.3% -$1.03K 0.07% 68
2020
Q4 		$274K Hold
9,052
– – 0.06% 82
2020
Q3 		$218K Buy
+9,052
New +$225K 0.05% 81
2020
Q1 		– Sell
-8,923
Closed -$314K – 65
2019
Q4 		$314K Buy
8,923
+1,808
+25% +$58.4K 0.12% 51
2019
Q3 		$208K Buy
+7,115
New +$205K 0.08% 62

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hardy Reed's BAC Position: Q1 2026 in Review

Hardy Reed reduced its Bank of America (BAC) stake by 11% in Q1 2026, selling an estimated $53.5K and leaving 8,031 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #164.

Hardy Reed first reported a position in BAC in Q3 2019 and has held it in 25 quarters since. The position peaked at $499K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Hardy Reed held 8,031 shares of Bank of America worth $392K as of Q1 2026.
  • Hardy Reed sold 1,037 Bank of America shares in Q1 2026, an estimated $53.5K.
  • Bank of America made up 0.03% of Hardy Reed's portfolio in Q1 2026, its #164 holding.
  • Hardy Reed first reported a position in Bank of America in Q3 2019 and has held it in 25 quarters since.
  • Hardy Reed's Bank of America position peaked at $499K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.