HF Advisory Group’s Bank of America BAC Stock Holding History

HF Advisory Group’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	–	Sell	-22,346	Closed	-$1.09M	–	170
2026 Q1	$1.09M	Sell	22,346 -1,520	-6%	-$78.4K	0.37%	91
2025 Q4	$1.31M	Buy	23,866 +987	+4%	+$52.2K	0.46%	78
2025 Q3	$1.18M	Buy	22,879 +992	+5%	+$48.4K	0.43%	82
2025 Q2	$1.04M	Buy	21,887 +1,771	+9%	+$74.5K	0.41%	89
2025 Q1	$839K	Buy	20,116 +1,023	+5%	+$45.6K	0.37%	102
2024 Q4	$839K	Buy	19,093 +753	+4%	+$33.1K	0.39%	92
2024 Q3	$728K	Buy	18,340 +1,066	+6%	+$42.7K	0.34%	105
2024 Q2	$687K	Buy	17,274 +1,625	+10%	+$62.3K	0.36%	98
2024 Q1	$593K	Buy	15,649 +3,213	+26%	+$110K	0.33%	101
2023 Q4	$419K	Buy	12,436 +3,100	+33%	+$90.3K	0.27%	114
2023 Q3	$262K	Buy	+9,336	New	+$276K	0.19%	130

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

HF Advisory Group's BAC Position: Q2 2026 in Review

HF Advisory Group sold out of Bank of America (BAC) in Q2 2026, closing a stake of 22,346 shares — an estimated $1.09M sold.

HF Advisory Group first reported a position in BAC in Q3 2023 and held it in 11 quarters. The position peaked at $1.31M in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

HF Advisory Group reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
HF Advisory Group sold 22,346 Bank of America shares in Q2 2026, an estimated $1.09M.
HF Advisory Group first reported a position in Bank of America in Q3 2023 and held it in 11 quarters.
HF Advisory Group's Bank of America position peaked at $1.31M in Q4 2025.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.