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HBW Advisory Services’s Bank of America BAC Stock Holding History

HBW Advisory Services’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 		$537K Buy
9,423
+841
+10% +$44.7K 0.05% 300
2026
Q1 		$418K Sell
8,582
-293
-3% -$15.1K 0.04% 310
2025
Q4 		$488K Buy
8,875
+419
+5% +$22.1K 0.05% 285
2025
Q3 		$436K Sell
8,456
-1,097
-11% -$53.5K 0.05% 285
2025
Q2 		$452K Sell
9,553
-376
-4% -$15.8K 0.06% 252
2025
Q1 		$414K Sell
9,929
-328
-3% -$14.6K 0.06% 237
2024
Q4 		$451K Sell
10,257
-3,089
-23% -$136K 0.05% 220
2024
Q3 		$530K Sell
13,346
-687
-5% -$27.5K 0.08% 190
2024
Q2 		$558K Sell
14,033
-1,418
-9% -$54.3K 0.09% 183
2024
Q1 		$520K Hold
15,451
– – 0.1% 180
2023
Q4 		$520K Buy
15,451
+561
+4% +$16.3K 0.1% 180
2023
Q3 		$408K Buy
14,890
+1,893
+15% +$56K 0.09% 192
2023
Q2 		$373K Buy
12,997
+3,399
+35% +$97K 0.08% 206
2023
Q1 		$275K Sell
9,598
-4,705
-33% -$155K 0.07% 209
2022
Q4 		$474K Buy
14,303
+2,513
+21% +$86.6K 0.12% 172
2022
Q3 		$356K Buy
11,790
+1,012
+9% +$33.8K 0.1% 174
2022
Q2 		$336K Sell
10,778
-1,063
-9% -$38.3K 0.09% 173
2022
Q1 		$488K Buy
11,841
+1,147
+11% +$51.8K 0.17% 138
2021
Q4 		$476K Buy
10,694
+563
+6% +$25.6K 0.11% 170
2021
Q3 		$430K Sell
10,131
-1,287
-11% -$51.8K 0.11% 173
2021
Q2 		$471K Sell
11,418
-205
-2% -$8.4K 0.12% 160
2021
Q1 		$450K Sell
11,623
-1,323
-10% -$45.7K 0.12% 153
2020
Q4 		$373K Buy
12,946
+2,263
+21% +$60.7K 0.11% 144
2020
Q3 		$257K Buy
10,683
+1,382
+15% +$34.4K 0.11% 159
2020
Q2 		$221K Buy
+9,301
New +$220K 0.1% 164

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

HBW Advisory Services's BAC Position: Q2 2026 in Review

HBW Advisory Services increased its Bank of America (BAC) stake by 9.8% in Q2 2026, buying an estimated $44.7K and bringing the position to 9,423 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #300.

HBW Advisory Services first reported a position in BAC in Q2 2020 and has held it in 25 quarters since. The position peaked at $558K in Q2 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • HBW Advisory Services held 9,423 shares of Bank of America worth $537K as of Q2 2026.
  • HBW Advisory Services bought 841 Bank of America shares in Q2 2026, an estimated $44.7K.
  • Bank of America made up 0.05% of HBW Advisory Services's portfolio in Q2 2026, its #300 holding.
  • HBW Advisory Services first reported a position in Bank of America in Q2 2020 and has held it in 25 quarters since.
  • HBW Advisory Services's Bank of America position peaked at $558K in Q2 2024.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.