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HC Advisors’s Bank of America BAC Stock Holding History

HC Advisors’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 		$405K Buy
8,317
+345
+4% +$17.8K 0.27% 34
2025
Q4 		$438K Hold
7,972
– – 0.3% 33
2025
Q3 		$411K Hold
7,972
– – 0.29% 37
2025
Q2 		$377K Sell
7,972
-1,707
-18% -$71.8K 0.27% 40
2025
Q1 		$404K Sell
9,679
-425
-4% -$18.9K 0.3% 35
2024
Q4 		$444K Buy
10,104
+1,339
+15% +$58.9K 0.36% 34
2024
Q3 		$348K Hold
8,765
– – 0.29% 39
2024
Q2 		$349K Sell
8,765
-19,127
-69% -$733K 0.32% 33
2024
Q1 		$1.06M Buy
27,892
+15,357
+123% +$527K 0.5% 38
2023
Q4 		$422K Buy
12,535
+244
+2% +$7.1K 0.24% 57
2023
Q3 		$337K Buy
12,291
+867
+8% +$25.7K 0.2% 60
2023
Q2 		$328K Buy
11,424
+3
+0% +$86 0.19% 63
2023
Q1 		$327K Buy
11,421
+1,435
+14% +$47.4K 0.2% 60
2022
Q4 		$331K Sell
9,986
-42,700
-81% -$1.47M 0.23% 58
2022
Q3 		$1.59M Hold
52,686
– – 1.1% 23
2022
Q2 		$1.64M Buy
52,686
+8,255
+19% +$297K 1.17% 21
2022
Q1 		$1.83M Buy
44,431
+4,000
+10% +$180K 1.16% 22
2021
Q4 		$1.8M Sell
40,431
-203
-0.5% -$9.25K 1.1% 23
2021
Q3 		$1.73M Buy
40,634
+203
+0.5% +$8.18K 1.13% 22
2021
Q2 		$1.67M Sell
40,431
-2,500
-6% -$102K 1.03% 22
2021
Q1 		$1.66M Buy
42,931
+35,290
+462% +$1.22M 1.07% 21
2020
Q4 		$232K Sell
7,641
-1,000
-12% -$26.8K 0.16% 77
2020
Q3 		$208K Sell
8,641
-10,400
-55% -$259K 0.17% 67
2020
Q2 		$452K Buy
+19,041
New +$450K 0.37% 48
2020
Q1 		– Sell
-8,800
Closed -$310K – 32
2019
Q4 		$310K Buy
+8,800
New +$284K 0.32% 41

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

HC Advisors's BAC Position: Q1 2026 in Review

HC Advisors increased its Bank of America (BAC) stake by 4.3% in Q1 2026, buying an estimated $17.8K and bringing the position to 8,317 shares worth $405K. The position accounts for 0.27% of the portfolio, ranked #34.

HC Advisors first reported a position in BAC in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.83M in Q1 2022. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • HC Advisors held 8,317 shares of Bank of America worth $405K as of Q1 2026.
  • HC Advisors bought 345 Bank of America shares in Q1 2026, an estimated $17.8K.
  • Bank of America made up 0.27% of HC Advisors's portfolio in Q1 2026, its #34 holding.
  • HC Advisors first reported a position in Bank of America in Q4 2019 and has held it in 25 quarters since.
  • HC Advisors's Bank of America position peaked at $1.83M in Q1 2022.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.