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HFG Advisors’s Bank of America BAC Stock Holding History

HFG 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 		– Sell
-4,808
Closed -$264K – 119
2025
Q4 		$264K Sell
4,808
-500
-9% -$26.4K 0.19% 87
2025
Q3 		$274K Buy
5,308
+95
+2% +$4.63K 0.2% 78
2025
Q2 		$247K Buy
+5,213
New +$219K 0.2% 82
2024
Q2 		– Sell
-6,880
Closed -$261K – 96
2024
Q1 		$261K Sell
6,880
-1,234
-15% -$42.4K 0.23% 86
2023
Q4 		$273K Hold
8,114
– – 0.26% 78
2023
Q3 		$222K Buy
8,114
+234
+3% +$6.92K 0.24% 80
2023
Q2 		$226K Hold
7,880
– – 0.24% 79
2023
Q1 		$225K Hold
7,880
– – 0.26% 74
2022
Q4 		$261K Sell
7,880
-1,000
-11% -$34.4K 0.31% 71
2022
Q3 		$268K Sell
8,880
-262
-3% -$8.76K 0.37% 58
2022
Q2 		$285K Buy
9,142
+3,000
+49% +$108K 0.38% 56
2022
Q1 		$253K Buy
6,142
+1,200
+24% +$54.1K 0.29% 71
2021
Q4 		$220K Buy
+4,942
New +$225K 0.25% 74

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

HFG Advisors's BAC Position: Q1 2026 in Review

HFG Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,808 shares — an estimated $264K sold.

HFG Advisors first reported a position in BAC in Q4 2021 and held it in 13 quarters. The position peaked at $285K in Q2 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • HFG Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • HFG Advisors sold 4,808 Bank of America shares in Q1 2026, an estimated $264K.
  • HFG Advisors first reported a position in Bank of America in Q4 2021 and held it in 13 quarters.
  • HFG Advisors's Bank of America position peaked at $285K in Q2 2022.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.