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
2021 Q3	–	Sell	-1,300	Closed	-$34K	–	247
2021 Q2	$34K	Hold	1,300	–	–	0.01%	243
2021 Q1	$31K	Buy	+1,300	New	+$44.9K	0.01%	242
2020 Q4	–	Sell	-3,500	Closed	-$35K	–	223
2020 Q3	$35K	Buy	+3,500	New	+$87.1K	0.01%	189

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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. 1,272 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.
1,272 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.