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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
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% +$6.13K 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% -$9.71K 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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
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

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

HHM Wealth Advisors increased its Bank of America (BAC) stake by 0.93% in Q2 2026, buying an estimated $8.51K and bringing the position to 17,332 shares worth $988K. The position accounts for 0.1% of the portfolio, ranked #80.

HHM Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 1,188 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • HHM Wealth Advisors held 17,332 shares of Bank of America worth $988K as of Q2 2026.
  • HHM Wealth Advisors bought 160 Bank of America shares in Q2 2026, an estimated $8.51K.
  • Bank of America made up 0.1% of HHM Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • HHM Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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