HWM
BAC icon

HB Wealth Management’s Bank of America BAC Stock Holding History

HB Wealth 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
Q2 		$30.6M Buy
536,760
+109,117
+26% +$5.8M 0.17% 76
2026
Q1 		$20.8M Buy
427,643
+17,772
+4% +$917K 0.13% 85
2025
Q4 		$22.5M Buy
409,871
+20,069
+5% +$1.06M 0.15% 80
2025
Q3 		$20.1M Buy
389,802
+56,546
+17% +$2.76M 0.14% 85
2025
Q2 		$15.8M Sell
333,256
-20,669
-6% -$870K 0.13% 91
2025
Q1 		$14.8M Buy
353,925
+63,455
+22% +$2.83M 0.12% 94
2024
Q4 		$12.8M Buy
290,470
+10,479
+4% +$461K 0.13% 80
2024
Q3 		$11.1M Sell
279,991
-10,909
-4% -$437K 0.12% 88
2024
Q2 		$11.6M Buy
290,900
+12,130
+4% +$465K 0.14% 76
2024
Q1 		$10.6M Buy
278,770
+145
+0.1% +$4.98K 0.13% 80
2023
Q4 		$9.38M Sell
278,625
-6,335
-2% -$184K 0.13% 83
2023
Q3 		$7.8M Sell
284,960
-20,546
-7% -$608K 0.13% 87
2023
Q2 		$8.76M Buy
305,506
+72,579
+31% +$2.07M 0.14% 78
2023
Q1 		$6.66M Sell
232,927
-48,118
-17% -$1.59M 0.12% 96
2022
Q4 		$9.31M Buy
281,045
+122,250
+77% +$4.21M 0.17% 68
2022
Q3 		$4.8M Sell
158,795
-11,852
-7% -$396K 0.1% 99
2022
Q2 		$5.31M Buy
170,647
+8,999
+6% +$324K 0.11% 92
2022
Q1 		$6.66M Buy
161,648
+49,559
+44% +$2.24M 0.12% 87
2021
Q4 		$4.99M Buy
+112,089
New +$5.11M 0.1% 86

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

HB Wealth Management's BAC Position: Q2 2026 in Review

HB Wealth Management increased its Bank of America (BAC) stake by 26% in Q2 2026, buying an estimated $5.8M and bringing the position to 536,760 shares worth $30.6M. The position accounts for 0.17% of the portfolio, ranked #76.

HB Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • HB Wealth Management held 536,760 shares of Bank of America worth $30.6M as of Q2 2026.
  • HB Wealth Management bought 109,117 Bank of America shares in Q2 2026, an estimated $5.8M.
  • Bank of America made up 0.17% of HB Wealth Management's portfolio in Q2 2026, its #76 holding.
  • HB Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.