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HCR Wealth Advisors’s Bank of America BAC Stock Holding History

HCR Wealth 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 		$3.08M Buy
53,993
+196
+0.4% +$10.4K 0.28% 60
2026
Q1 		$2.62M Sell
53,797
-153
-0.3% -$7.89K 0.27% 64
2025
Q4 		$2.97M Buy
53,950
+988
+2% +$52.2K 0.29% 59
2025
Q3 		$2.67M Buy
52,962
+19
+0% +$927 0.28% 56
2025
Q2 		$2.51M Sell
52,943
-73
-0.1% -$3.07K 0.29% 58
2025
Q1 		$2.21M Buy
53,016
+14
+0% +$624 0.29% 57
2024
Q4 		$2.33M Sell
53,002
-3,183
-6% -$140K 0.29% 56
2024
Q3 		$2.23M Buy
56,185
+2,560
+5% +$103K 0.29% 56
2024
Q2 		$2.13M Sell
53,625
-176
-0.3% -$6.75K 0.3% 55
2024
Q1 		$2.04M Buy
53,801
+2,856
+6% +$98K 0.31% 59
2023
Q4 		$1.72M Sell
50,945
-287
-0.6% -$8.36K 0.27% 63
2023
Q3 		$1.4M Sell
51,232
-3,094
-6% -$91.5K 0.31% 63
2023
Q2 		$1.56M Sell
54,326
-28
-0.1% -$799 0.29% 66
2023
Q1 		$1.55M Sell
54,354
-1,471
-3% -$48.6K 0.31% 67
2022
Q4 		$1.85M Buy
55,825
+2,004
+4% +$69K 0.39% 57
2022
Q3 		$1.63M Buy
53,821
+1,900
+4% +$63.5K 0.35% 63
2022
Q2 		$1.62M Sell
51,921
-1,804
-3% -$65K 0.32% 66
2022
Q1 		$2.21M Sell
53,725
-987
-2% -$44.5K 0.36% 60
2021
Q4 		$2.43M Sell
54,712
-625
-1% -$28.5K 0.38% 62
2021
Q3 		$2.35M Hold
55,337
– – 0.39% 61
2021
Q2 		$2.28M Buy
55,337
+12
+0% +$492 0.4% 54
2021
Q1 		$2.14M Sell
55,325
-26,521
-32% -$915K 0.42% 50
2020
Q4 		$2.48M Buy
81,846
+1,730
+2% +$46.4K 0.52% 31
2020
Q3 		$1.92M Sell
80,116
-238
-0.3% -$5.93K 0.44% 46
2020
Q2 		$1.88M Buy
80,354
+171
+0.2% +$4.04K 0.44% 37
2020
Q1 		$1.7M Buy
+80,183
New +$2.4M 0.49% 38
2019
Q4 		– Sell
-67,267
Closed -$2.02M – 237
2019
Q3 		$2.02M Sell
67,267
-13,339
-17% -$384K 0.67% 32
2019
Q2 		$2.34M Buy
80,606
+18,197
+29% +$525K 0.66% 28
2019
Q1 		$1.58M Sell
62,409
-9,240
-13% -$261K 0.46% 45
2018
Q4 		$1.75M Buy
71,649
+82
+0.1% +$2.23K 0.57% 37
2018
Q3 		$1.98M Sell
71,567
-724
-1% -$22.1K 0.64% 29
2018
Q2 		$2.11M Buy
72,291
+125
+0.2% +$3.73K 0.69% 29
2018
Q1 		$2.15M Sell
72,166
-199
-0.3% -$6.25K 0.75% 26
2017
Q4 		$2.14M Buy
72,365
+565
+0.8% +$15.6K 0.75% 26
2017
Q3 		$1.82M Buy
+71,800
New +$1.74M 0.77% 30
2017
Q2 		– Sell
-64,428
Closed -$1.51M – 150
2017
Q1 		$1.51M Buy
64,428
+173
+0.3% +$4.11K 0.77% 32
2016
Q4 		$1.41M Buy
+64,255
New +$1.24M 0.74% 35

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HCR Wealth Advisors's BAC Position: Q2 2026 in Review

HCR Wealth Advisors increased its Bank of America (BAC) stake by 0.36% in Q2 2026, buying an estimated $10.4K and bringing the position to 53,993 shares worth $3.08M. The position accounts for 0.28% of the portfolio, ranked #60.

HCR Wealth Advisors first reported a position in BAC in Q4 2016 and has held it in 37 quarters since. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • HCR Wealth Advisors held 53,993 shares of Bank of America worth $3.08M as of Q2 2026.
  • HCR Wealth Advisors bought 196 Bank of America shares in Q2 2026, an estimated $10.4K.
  • Bank of America made up 0.28% of HCR Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • HCR Wealth Advisors first reported a position in Bank of America in Q4 2016 and has held it in 37 quarters since.
  • 934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.