HZ
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Hixon Zuercher’s Bank of America BAC Stock Holding History

Hixon Zuercher’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 		$4.15M Buy
72,756
+1,364
+2% +$72.5K 1.22% 28
2026
Q1 		$3.48M Buy
71,392
+728
+1% +$37.6K 1.08% 32
2025
Q4 		$3.89M Sell
70,664
-1,937
-3% -$102K 1.18% 32
2025
Q3 		$3.75M Buy
72,601
+2,954
+4% +$144K 1.14% 32
2025
Q2 		$3.3M Buy
69,647
+1,176
+2% +$49.5K 1.06% 34
2025
Q1 		$2.86M Buy
68,471
+14,755
+27% +$657K 1.01% 36
2024
Q4 		$2.36M Buy
53,716
+3,346
+7% +$147K 0.91% 42
2024
Q3 		$2M Buy
+50,370
New +$2.02M 0.78% 49
2020
Q1 		– Sell
-54,642
Closed -$1.92M – 40
2019
Q4 		$1.92M Buy
+54,642
New +$1.77M 1.83% 26

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Hixon Zuercher's BAC Position: Q2 2026 in Review

Hixon Zuercher increased its Bank of America (BAC) stake by 1.9% in Q2 2026, buying an estimated $72.5K and bringing the position to 72,756 shares worth $4.15M. The position accounts for 1.22% of the portfolio, ranked #28.

Hixon Zuercher first reported a position in BAC in Q4 2019 and has held it in 9 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hixon Zuercher held 72,756 shares of Bank of America worth $4.15M as of Q2 2026.
  • Hixon Zuercher bought 1,364 Bank of America shares in Q2 2026, an estimated $72.5K.
  • Bank of America made up 1.22% of Hixon Zuercher's portfolio in Q2 2026, its #28 holding.
  • Hixon Zuercher first reported a position in Bank of America in Q4 2019 and has held it in 9 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.