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

Hartford Funds 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 		$702K Buy
14,394
+4,030
+39% +$208K 0.06% 88
2025
Q4 		$570K Buy
10,364
+23
+0.2% +$1.22K 0.05% 90
2025
Q3 		$534K Sell
10,341
-19,614
-65% -$957K 0.05% 85
2025
Q2 		$1.42M Buy
29,955
+4,492
+18% +$189K 0.12% 29
2025
Q1 		$1.06M Buy
25,463
+5,466
+27% +$244K 0.1% 44
2024
Q4 		$879K Buy
19,997
+1,615
+9% +$71.1K 0.08% 48
2024
Q3 		$729K Buy
18,382
+646
+4% +$25.9K 0.07% 56
2024
Q2 		$705K Sell
17,736
-23,282
-57% -$892K 0.07% 55
2024
Q1 		$1.56M Buy
41,018
+5,405
+15% +$186K 0.15% 15
2023
Q4 		$1.2M Buy
35,613
+5,968
+20% +$174K 0.12% 16
2023
Q3 		$812K Buy
29,645
+2,144
+8% +$63.4K 0.09% 19
2023
Q2 		$789K Buy
27,501
+3,626
+15% +$103K 0.08% 17
2023
Q1 		$683K Buy
23,875
+3,275
+16% +$108K 0.07% 17
2022
Q4 		$682K Buy
20,600
+11,661
+130% +$402K 0.07% 16
2022
Q3 		$270K Buy
8,939
+2,493
+39% +$83.3K 0.03% 17
2022
Q2 		$201K Buy
+6,446
New +$232K 0.02% 19

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 Funds Management's BAC Position: Q1 2026 in Review

Hartford Funds Management increased its Bank of America (BAC) stake by 39% in Q1 2026, buying an estimated $208K and bringing the position to 14,394 shares worth $702K. The position accounts for 0.06% of the portfolio, ranked #88.

Hartford Funds Management first reported a position in BAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.56M in Q1 2024. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Hartford Funds Management held 14,394 shares of Bank of America worth $702K as of Q1 2026.
  • Hartford Funds Management bought 4,030 Bank of America shares in Q1 2026, an estimated $208K.
  • Bank of America made up 0.06% of Hartford Funds Management's portfolio in Q1 2026, its #88 holding.
  • Hartford Funds Management first reported a position in Bank of America in Q2 2022 and has held it in 16 quarters since.
  • Hartford Funds Management's Bank of America position peaked at $1.56M in Q1 2024.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.