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Hoese & Co’s Bank of America BAC Stock Holding History

Hoese & 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
Q3 		$194K Hold
3,559
– – 0.13% 48
2026
Q2 		$203K Sell
3,559
-426
-11% -$22.7K 0.13% 50
2026
Q1 		$194K Hold
3,985
– – 0.14% 40
2025
Q4 		$219K Sell
3,985
-585
-13% -$30.9K 0.16% 38
2025
Q3 		$236K Hold
4,570
– – 0.18% 34
2025
Q2 		$216K Buy
4,570
+70
+2% +$2.94K 0.17% 35
2025
Q1 		$188K Hold
4,500
– – 0.16% 28
2024
Q4 		$198K Sell
4,500
-200
-4% -$8.8K 0.17% 27
2024
Q3 		$186K Buy
4,700
+200
+4% +$8.02K 0.16% 33
2024
Q2 		$180K Hold
4,500
– – 0.16% 31
2024
Q1 		$155K Sell
4,500
-1,530
-25% -$52.5K 0.14% 35
2023
Q4 		$184K Sell
6,030
-570
-9% -$16.6K 0.18% 31
2023
Q3 		$181K Sell
6,600
-2,540
-28% -$75.1K 0.19% 32
2023
Q2 		$262K Sell
9,140
-2,428
-21% -$69.3K 0.25% 34
2023
Q1 		$397K Hold
11,568
– – 0.45% 26
2022
Q4 		$438K Hold
11,568
– – 0.46% 27
2022
Q3 		$349K Hold
11,568
– – 0.41% 30
2022
Q2 		$360K Hold
11,568
– – 0.4% 36
2022
Q1 		$477K Sell
11,568
-175
-1% -$7.9K 0.49% 30
2021
Q4 		$522K Hold
11,743
– – 0.52% 30
2021
Q3 		$498K Sell
11,743
-2,243
-16% -$90.4K 0.54% 31
2021
Q2 		$577K Hold
13,986
– – 0.65% 29
2021
Q1 		$541K Hold
13,986
– – 0.67% 27
2020
Q4 		$415K Buy
+13,986
New +$375K 0.76% 16

Other funds holding BAC

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
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
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Hoese & Co's BAC Position: Q3 2026 in Review

Hoese & Co held its Bank of America (BAC) position steady in Q3 2026 at 3,559 shares worth $194K. The position accounts for 0.13% of the portfolio, ranked #48.

Hoese & Co first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $577K in Q2 2021. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Hoese & Co held 3,559 shares of Bank of America worth $194K as of Q3 2026.
  • Hoese & Co left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.13% of Hoese & Co's portfolio in Q3 2026, its #48 holding.
  • Hoese & Co first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • Hoese & Co's Bank of America position peaked at $577K in Q2 2021.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.