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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
2023
Q1 		– Sell
-100
Closed -$3.31K – 719
2022
Q4 		$3.31K Buy
+100
New +$3.44K ﹤0.01% 689

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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. 1,589 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.
  • 1,589 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.