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Hobbs Wealth Management’s Bank of America BAC Stock Holding History

Hobbs 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
2025
Q4 		– Sell
-4,252
Closed -$219K – 28
2025
Q3 		$219K Buy
+4,252
New +$207K 0.18% 54

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hobbs Wealth Management's BAC Position: Q4 2025 in Review

Hobbs Wealth Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 4,252 shares — an estimated $219K sold.

Hobbs Wealth Management first reported a position in BAC in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 3,599 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Hobbs Wealth Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Hobbs Wealth Management sold 4,252 Bank of America shares in Q4 2025, an estimated $219K.
  • Hobbs Wealth Management first reported a position in Bank of America in Q3 2025 and held it in 1 quarter.
  • Hobbs Wealth Management's Bank of America position peaked at $219K in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Hobbs Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.