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

HHM 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
Q3 		$1M Buy
18,427
+1,095
+6% +$66.7K 0.09% 83
2026
Q2 		$988K Buy
17,332
+160
+0.9% +$8.51K 0.1% 80
2026
Q1 		$837K Buy
17,172
+1,716
+11% +$88.5K 0.1% 80
2025
Q4 		$850K Sell
15,456
-1,680
-10% -$88.8K 0.1% 75
2025
Q3 		$884K Buy
17,136
+236
+1% +$11.5K 0.1% 73
2025
Q2 		$800K Sell
16,900
-813
-5% -$34.2K 0.1% 76
2025
Q1 		$739K Buy
17,713
+843
+5% +$37.6K 0.1% 77
2024
Q4 		$741K Buy
16,870
+700
+4% +$30.8K 0.1% 78
2024
Q3 		$642K Sell
16,170
-144
-0.9% -$5.77K 0.09% 80
2024
Q2 		$649K Buy
16,314
+284
+2% +$10.9K 0.1% 77
2024
Q1 		$608K Buy
16,030
+38
+0.2% +$1.3K 0.1% 68
2023
Q4 		$538K Sell
15,992
-83
-0.5% -$2.42K 0.09% 73
2023
Q3 		$440K Buy
16,075
+83
+0.5% +$2.46K 0.09% 76
2023
Q2 		$459K Buy
15,992
+215
+1% +$6.14K 0.09% 80
2023
Q1 		$451K Buy
15,777
+240
+2% +$7.92K 0.09% 72
2022
Q4 		$515K Sell
15,537
-717
-4% -$24.7K 0.12% 66
2022
Q3 		$491K Sell
16,254
-50
-0.3% -$1.67K 0.13% 59
2022
Q2 		$508K Buy
16,304
+747
+5% +$26.9K 0.13% 63
2022
Q1 		$641K Sell
15,557
-440
-3% -$19.9K 0.15% 59
2021
Q4 		$712K Sell
15,997
-54
-0.3% -$2.46K 0.17% 50
2021
Q3 		$681K Hold
16,051
– – 0.19% 52
2021
Q2 		$662K Sell
16,051
-237
-1% -$9.7K 0.18% 55
2021
Q1 		$630K Sell
16,288
-476
-3% -$16.4K 0.19% 50
2020
Q4 		$508K Hold
16,764
– – 0.17% 49
2020
Q3 		$404K Buy
16,764
+800
+5% +$19.9K 0.16% 52
2020
Q2 		$379K Buy
15,964
+258
+2% +$6.1K 0.16% 50
2020
Q1 		$333K Buy
15,706
+8,603
+121% +$258K 0.16% 51
2019
Q4 		$250K Buy
+7,103
New +$230K 0.12% 70

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HHM Wealth Advisors's BAC Position: Q3 2026 in Review

HHM Wealth Advisors increased its Bank of America (BAC) stake by 6.3% in Q3 2026, buying an estimated $66.7K and bringing the position to 18,427 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #83.

HHM Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 28 quarters since. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • HHM Wealth Advisors held 18,427 shares of Bank of America worth $1M as of Q3 2026.
  • HHM Wealth Advisors bought 1,095 Bank of America shares in Q3 2026, an estimated $66.7K.
  • Bank of America made up 0.09% of HHM Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • HHM Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 28 quarters since.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.