HFM
BAC icon

Hartford Financial Management’s Bank of America BAC Stock Holding History

Hartford Financial Management’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 		$2.82M Buy
57,847
+2,317
+4% +$120K 0.72% 40
2025
Q4 		$3.05M Buy
55,530
+1,646
+3% +$87K 0.79% 36
2025
Q3 		$2.78M Buy
53,884
+7,294
+16% +$356K 0.74% 40
2025
Q2 		$2.2M Sell
46,590
-3,166
-6% -$133K 0.6% 49
2025
Q1 		$2.08M Buy
49,756
+1,765
+4% +$78.7K 0.43% 73
2024
Q4 		$2.11M Sell
47,991
-2,802
-6% -$123K 0.43% 69
2024
Q3 		$2.02M Buy
50,793
+23
+0% +$922 0.41% 77
2024
Q2 		$2.02M Sell
50,770
-1,807
-3% -$69.3K 0.43% 72
2024
Q1 		$1.99M Sell
52,577
-1,846
-3% -$63.4K 0.42% 73
2023
Q4 		$1.83M Buy
54,423
+457
+0.8% +$13.3K 0.42% 76
2023
Q3 		$1.48M Sell
53,966
-2,283
-4% -$67.5K 0.38% 84
2023
Q2 		$1.61M Buy
56,249
+4,912
+10% +$140K 0.4% 82
2023
Q1 		$1.47M Buy
51,337
+27
+0.1% +$891 0.38% 86
2022
Q4 		$1.7M Sell
51,310
-2,399
-4% -$82.6K 0.45% 75
2022
Q3 		$1.62M Buy
53,709
+3,531
+7% +$118K 0.48% 74
2022
Q2 		$1.56M Sell
50,178
-633
-1% -$22.8K 0.43% 79
2022
Q1 		$2.09M Sell
50,811
-323
-0.6% -$14.6K 0.51% 69
2021
Q4 		$2.27M Sell
51,134
-795
-2% -$36.2K 0.53% 66
2021
Q3 		$2.2M Sell
51,929
-438
-0.8% -$17.6K 0.56% 66
2021
Q2 		$2.16M Sell
52,367
-2,807
-5% -$115K 0.54% 70
2021
Q1 		$2.13M Sell
55,174
-3,055
-5% -$105K 0.53% 69
2020
Q4 		$1.76M Sell
58,229
-228
-0.4% -$6.11K 0.47% 77
2020
Q3 		$1.41M Sell
58,457
-26
-0% -$647 0.42% 81
2020
Q2 		$1.39M Sell
58,483
-3,829
-6% -$90.5K 0.44% 80
2020
Q1 		$1.32M Sell
62,312
-2,722
-4% -$81.6K 0.53% 64
2019
Q4 		$2.29M Buy
65,034
+615
+1% +$19.9K 0.72% 46
2019
Q3 		$1.88M Buy
64,419
+2,361
+4% +$67.9K 0.63% 58
2019
Q2 		$1.8M Buy
62,058
+10,063
+19% +$290K 0.6% 60
2019
Q1 		$1.44M Buy
51,995
+11,811
+29% +$334K 0.49% 72
2018
Q4 		$990K Buy
40,184
+14,835
+59% +$402K 0.38% 86
2018
Q3 		$747K Buy
25,349
+1,660
+7% +$50.6K 0.25% 97
2018
Q2 		$668K Buy
23,689
+1,703
+8% +$50.8K 0.24% 101
2018
Q1 		$659K Buy
21,986
+514
+2% +$16.1K 0.33% 71
2017
Q4 		$633K Buy
21,472
+217
+1% +$5.98K 0.31% 83
2017
Q3 		$538K Buy
21,255
+1,111
+6% +$27K 0.27% 83
2017
Q2 		$488K Buy
20,144
+4,211
+26% +$98.2K 0.22% 94
2017
Q1 		$375K Buy
15,933
+12
+0.1% +$285 0.23% 86
2016
Q4 		$352K Hold
15,921
– – 0.21% 89
2016
Q3 		$249K Buy
15,921
+17
+0.1% +$253 0.15% 105
2016
Q2 		$211K Sell
15,904
-386
-2% -$5.42K 0.13% 108
2016
Q1 		$220K Sell
16,290
-1,237
-7% -$16.7K 0.14% 104
2015
Q4 		$294K Sell
17,527
-9,590
-35% -$162K 0.18% 92
2015
Q3 		$422K Sell
27,117
-1,239
-4% -$20.8K 0.28% 82
2015
Q2 		$482K Buy
28,356
+10
+0% +$165 0.28% 80
2015
Q1 		$436K Buy
28,346
+13,186
+87% +$212K 0.27% 82
2014
Q4 		$271K Buy
15,160
+9
+0.1% +$154 0.17% 96
2014
Q3 		$258K Buy
15,151
+13
+0.1% +$207 0.15% 107
2014
Q2 		$232K Sell
15,138
-144
-0.9% -$2.24K 0.14% 103
2014
Q1 		$262K Sell
15,282
-1,750
-10% -$29.4K 0.17% 98
2013
Q4 		$265K Buy
17,032
+3
+0% +$45 0.17% 98
2013
Q3 		$235K Sell
17,029
-1,003
-6% -$14.3K 0.16% 102
2013
Q2 		$232K Buy
+18,032
New +$230K 0.16% 104

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

Hartford Financial Management's BAC Position: Q1 2026 in Review

Hartford Financial Management increased its Bank of America (BAC) stake by 4.2% in Q1 2026, buying an estimated $120K and bringing the position to 57,847 shares worth $2.82M. The position accounts for 0.72% of the portfolio, ranked #40.

Hartford Financial Management first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.05M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Hartford Financial Management held 57,847 shares of Bank of America worth $2.82M as of Q1 2026.
  • Hartford Financial Management bought 2,317 Bank of America shares in Q1 2026, an estimated $120K.
  • Bank of America made up 0.72% of Hartford Financial Management's portfolio in Q1 2026, its #40 holding.
  • Hartford Financial Management first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Hartford Financial Management's Bank of America position peaked at $3.05M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.