HMS Capital Management
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HMS Capital Management’s Bank of America BAC Stock Holding History

HMS Capital 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
Q3 		$2.49M Buy
45,744
+2,323
+5% +$142K 0.94% 25
2026
Q2 		$2.47M Sell
43,421
-1,068
-2% -$56.8K 0.93% 24
2026
Q1 		$2.17M Sell
44,489
-3,082
-6% -$159K 0.84% 27
2025
Q4 		$2.62M Sell
47,571
-480
-1% -$25.4K 1.08% 21
2025
Q3 		$2.48M Buy
48,051
+3,727
+8% +$182K 1.04% 24
2025
Q2 		$2.1M Sell
44,324
-2,949
-6% -$124K 0.94% 27
2025
Q1 		$1.68M Buy
47,273
+41,168
+674% +$1.83M 0.93% 30
2024
Q4 		$268K Sell
6,105
-339
-5% -$14.9K 0.13% 96
2024
Q3 		$256K Buy
6,444
+169
+3% +$6.77K 0.13% 101
2024
Q2 		$250K Hold
6,275
– – 0.13% 98
2024
Q1 		$238K Buy
+6,275
New +$215K 0.13% 102
2021
Q2 		– Sell
-5,523
Closed -$214K – 131
2021
Q1 		$214K Buy
+5,523
New +$191K 0.09% 113
2020
Q1 		– Sell
-57,719
Closed -$2.03M – 89
2019
Q4 		$2.03M Buy
+57,719
New +$1.87M 0.86% 25
2019
Q3 		– Sell
-6,223
Closed -$180K – 215
2019
Q2 		$180K Sell
6,223
-17,000
-73% -$490K 0.08% 150
2019
Q1 		$641K Hold
23,223
– – 0.27% 97
2018
Q4 		$572K Buy
23,223
+4,048
+21% +$110K 0.29% 89
2018
Q3 		$565K Buy
+19,175
New +$584K 0.28% 107

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

HMS Capital Management's BAC Position: Q3 2026 in Review

HMS Capital Management increased its Bank of America (BAC) stake by 5.3% in Q3 2026, buying an estimated $142K and bringing the position to 45,744 shares worth $2.49M. The position accounts for 0.94% of the portfolio, ranked #25.

HMS Capital Management first reported a position in BAC in Q3 2018 and has held it in 17 quarters since. The position peaked at $2.62M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • HMS Capital Management held 45,744 shares of Bank of America worth $2.49M as of Q3 2026.
  • HMS Capital Management bought 2,323 Bank of America shares in Q3 2026, an estimated $142K.
  • Bank of America made up 0.94% of HMS Capital Management's portfolio in Q3 2026, its #25 holding.
  • HMS Capital Management first reported a position in Bank of America in Q3 2018 and has held it in 17 quarters since.
  • HMS Capital Management's Bank of America position peaked at $2.62M in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.