Hidden Cove Wealth Management’s Bank of America BAC Stock Holding History

Hidden Cove Wealth Management’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	$236K	Buy	+4,137	New	+$220K	0.13%	116
2026 Q1	–	Sell	-4,174	Closed	-$230K	–	113
2025 Q4	$230K	Sell	4,174 -387	-8%	-$20.5K	0.15%	83
2025 Q3	$235K	Buy	+4,561	New	+$223K	0.16%	76
2025 Q2	–	Sell	-6,270	Closed	-$262K	–	74
2025 Q1	$262K	Buy	+6,270	New	+$279K	0.21%	55

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

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 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

Hidden Cove Wealth Management's BAC Position: Q2 2026 in Review

Hidden Cove Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 4,137 shares worth $236K. The stake represents 0.13% of the portfolio and ranks #116 among its holdings. This is a return to the name: Hidden Cove Wealth Management previously reported a position in BAC as recently as Q4 2025.

Hidden Cove Wealth Management first reported a position in BAC in Q1 2025 and has held it in 4 quarters since. The position peaked at $262K in Q1 2025. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Hidden Cove Wealth Management held 4,137 shares of Bank of America worth $236K as of Q2 2026.
Bank of America was a new Hidden Cove Wealth Management position in Q2 2026.
Bank of America made up 0.13% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #116 holding.
Hidden Cove Wealth Management first reported a position in Bank of America in Q1 2025 and has held it in 4 quarters since.
Hidden Cove Wealth Management's Bank of America position peaked at $262K in Q1 2025.
934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.