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Hoey Investments’s Bank of America BAC Stock Holding History

Hoey Investments’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 		$6.36M Sell
111,641
-16,024
-13% -$852K 0.82% 17
2026
Q1 		$6.22M Sell
127,665
-2,263
-2% -$117K 0.9% 16
2025
Q4 		$7.15M Sell
129,928
-2,055
-2% -$109K 0.95% 15
2025
Q3 		$6.81M Sell
131,983
-2,264
-2% -$110K 0.91% 12
2025
Q2 		$6.35M Sell
134,247
-5,047
-4% -$212K 0.93% 12
2025
Q1 		$5.81M Sell
139,294
-20,609
-13% -$918K 1.14% 11
2024
Q4 		$7.03M Buy
159,903
+6,427
+4% +$283K 1.18% 10
2024
Q3 		$6.1M Hold
153,476
– – 1.14% 10
2024
Q2 		$6.1M Sell
153,476
-4,242
-3% -$163K 1.14% 10
2024
Q1 		$5.98M Sell
157,718
-5,062
-3% -$174K 1.31% 9
2023
Q4 		$5.48M Sell
162,780
-85,258
-34% -$2.48M 1.53% 8
2023
Q3 		$6.79M Buy
248,038
+9,508
+4% +$281K 2.25% 6
2023
Q2 		$6.84M Buy
238,530
+39,148
+20% +$1.12M 2.23% 5
2023
Q1 		$5.7M Buy
199,382
+22,307
+13% +$736K 2.23% 6
2022
Q4 		$5.86M Sell
177,075
-38,984
-18% -$1.34M 2.53% 7
2022
Q3 		$6.53M Buy
216,059
+32,024
+17% +$1.07M 2.56% 7
2022
Q2 		$5.73M Sell
184,035
-7,742
-4% -$279K 2.47% 9
2022
Q1 		$7.91M Buy
191,777
+17,233
+10% +$778K 2.14% 10
2021
Q4 		$7.76M Buy
174,544
+45,722
+35% +$2.08M 1.98% 13
2021
Q3 		$5.47M Sell
128,822
-10,235
-7% -$412K 1.63% 17
2021
Q2 		$5.73M Buy
139,057
+52,875
+61% +$2.17M 1.7% 14
2021
Q1 		$3.33M Buy
86,182
+9,952
+13% +$343K 1.12% 16
2020
Q4 		$2.31M Buy
76,230
+4,394
+6% +$118K 0.83% 15
2020
Q3 		$1.73M Sell
71,836
-8,751
-11% -$218K 0.7% 19
2020
Q2 		$1.91M Buy
80,587
+45,831
+132% +$1.08M 0.94% 17
2020
Q1 		$738K Sell
34,756
-65,217
-65% -$1.96M 0.52% 21
2019
Q4 		$3.52M Buy
+99,973
New +$3.23M 2.5% 9

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Hoey Investments's BAC Position: Q2 2026 in Review

Hoey Investments reduced its Bank of America (BAC) stake by 13% in Q2 2026, selling an estimated $852K and leaving 111,641 shares worth $6.36M. The position accounts for 0.82% of the portfolio, ranked #17.

Hoey Investments first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.91M in Q1 2022. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hoey Investments held 111,641 shares of Bank of America worth $6.36M as of Q2 2026.
  • Hoey Investments sold 16,024 Bank of America shares in Q2 2026, an estimated $852K.
  • Bank of America made up 0.82% of Hoey Investments's portfolio in Q2 2026, its #17 holding.
  • Hoey Investments first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • Hoey Investments's Bank of America position peaked at $7.91M in Q1 2022.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.