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Hirtle Callaghan & Co’s Bank of America BAC Stock Holding History

Hirtle Callaghan & Co’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 		$356K Sell
7,299
-1,190
-14% -$61.4K 0.01% 93
2025
Q4 		$467K Buy
8,489
+2,169
+34% +$115K 0.02% 88
2025
Q3 		$326K Sell
6,320
-685
-10% -$33.4K 0.01% 92
2025
Q2 		$331K Buy
+7,005
New +$295K 0.01% 94
2019
Q1 		– Sell
-12,000
Closed -$296K – 79
2018
Q4 		$296K Hold
12,000
– – 0.03% 75
2018
Q3 		$354K Hold
12,000
– – 0.03% 72
2018
Q2 		$338K Hold
12,000
– – 0.03% 75
2018
Q1 		$360K Hold
12,000
– – 0.03% 73
2017
Q4 		$354K Sell
12,000
-2,292
-16% -$63.2K 0.03% 73
2017
Q3 		$362K Buy
14,292
+12,000
+524% +$291K 0.04% 69
2017
Q2 		$56K Sell
2,292
-572
-20% -$13.3K 0.01% 58
2017
Q1 		$68K Sell
2,864
-2,284
-44% -$54.2K 0.01% 54
2016
Q4 		$114K Sell
5,148
-11,514
-69% -$222K 0.02% 41
2016
Q3 		$261K Hold
16,662
– – 0.05% 77
2016
Q2 		$221K Sell
16,662
-1,957
-11% -$27.5K 0.04% 77
2016
Q1 		$250K Sell
18,619
-3,149
-14% -$42.5K 0.05% 79
2015
Q4 		$366K Sell
21,768
-10,835
-33% -$183K 0.09% 21
2015
Q3 		$507K Hold
32,603
– – 0.09% 20
2015
Q2 		$555K Buy
+32,603
New +$537K 0.19% 19
2015
Q1 		– Sell
-36,994
Closed -$662K – 46
2014
Q4 		$662K Sell
36,994
-6
-0% -$103 0.15% 90
2014
Q3 		$631K Buy
37,000
+1,000
+3% +$15.9K 0.1% 95
2014
Q2 		$553K Buy
36,000
+28
+0.1% +$435 0.08% 137
2014
Q1 		$619K Hold
35,972
– – 0.1% 114
2013
Q4 		$560K Hold
35,972
– – 0.08% 125
2013
Q3 		$496K Buy
+35,972
New +$514K 0.08% 129

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

Hirtle Callaghan & Co's BAC Position: Q1 2026 in Review

Hirtle Callaghan & Co reduced its Bank of America (BAC) stake by 14% in Q1 2026, selling an estimated $61.4K and leaving 7,299 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #93.

Hirtle Callaghan & Co first reported a position in BAC in Q3 2013 and has held it in 25 quarters since. The position peaked at $662K in Q4 2014. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Hirtle Callaghan & Co held 7,299 shares of Bank of America worth $356K as of Q1 2026.
  • Hirtle Callaghan & Co sold 1,190 Bank of America shares in Q1 2026, an estimated $61.4K.
  • Bank of America made up 0.01% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #93 holding.
  • Hirtle Callaghan & Co first reported a position in Bank of America in Q3 2013 and has held it in 25 quarters since.
  • Hirtle Callaghan & Co's Bank of America position peaked at $662K in Q4 2014.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.