HA
BAC icon

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
Q2 		$459K Sell
8,062
-255
-3% -$13.6K 0.28% 35
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 $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

HC Advisors's BAC Position: Q2 2026 in Review

HC Advisors reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $13.6K and leaving 8,062 shares worth $459K. The position accounts for 0.28% of the portfolio, ranked #35.

HC Advisors first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.83M in Q1 2022. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • HC Advisors held 8,062 shares of Bank of America worth $459K as of Q2 2026.
  • HC Advisors sold 255 Bank of America shares in Q2 2026, an estimated $13.6K.
  • Bank of America made up 0.28% of HC Advisors's portfolio in Q2 2026, its #35 holding.
  • HC Advisors first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • HC Advisors's Bank of America position peaked at $1.83M in Q1 2022.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.