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Hofer & Associates’s Bank of America BAC Stock Holding History

Hofer & Associates’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 		$291K Sell
5,109
-92
-2% -$4.89K 0.14% 53
2026
Q1 		$254K Buy
5,201
+226
+5% +$11.7K 0.14% 54
2025
Q4 		$274K Buy
4,975
+207
+4% +$10.9K 0.15% 51
2025
Q3 		$246K Buy
4,768
+320
+7% +$15.6K 0.14% 55
2025
Q2 		$210K Buy
+4,448
New +$187K 0.13% 54

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hofer & Associates's BAC Position: Q2 2026 in Review

Hofer & Associates reduced its Bank of America (BAC) stake by 1.8% in Q2 2026, selling an estimated $4.89K and leaving 5,109 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #53.

Hofer & Associates first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hofer & Associates held 5,109 shares of Bank of America worth $291K as of Q2 2026.
  • Hofer & Associates sold 92 Bank of America shares in Q2 2026, an estimated $4.89K.
  • Bank of America made up 0.14% of Hofer & Associates's portfolio in Q2 2026, its #53 holding.
  • Hofer & Associates first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.