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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
2019
Q2 		– Sell
-17,000
Closed -$469K – 273
2019
Q1 		$469K Hold
17,000
– – 0.2% 124
2018
Q4 		$419K Buy
+17,000
New +$461K 0.21% 117

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
Handelsbanken Fonder
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
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

HMS Capital Management's BAC Position: Q2 2026 in Review

HMS Capital Management reduced its Bank of America (BAC) stake by 2.4% in Q2 2026, selling an estimated $56.8K and leaving 43,421 shares worth $2.47M. The position accounts for 0.93% of the portfolio, ranked #24.

HMS Capital Management first reported a position in BAC in Q3 2018 and has held it in 16 quarters since. The position peaked at $2.62M in Q4 2025. 839 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • HMS Capital Management held 43,421 shares of Bank of America worth $2.47M as of Q2 2026.
  • HMS Capital Management sold 1,068 Bank of America shares in Q2 2026, an estimated $56.8K.
  • Bank of America made up 0.93% of HMS Capital Management's portfolio in Q2 2026, its #24 holding.
  • HMS Capital Management first reported a position in Bank of America in Q3 2018 and has held it in 16 quarters since.
  • HMS Capital Management's Bank of America position peaked at $2.62M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.