Hofer & Associates
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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
Q3 		– Sell
-5,109
Closed -$291K – 85
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

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Parnassus Investments
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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

Hofer & Associates's BAC Position: Q3 2026 in Review

Hofer & Associates sold out of Bank of America (BAC) in Q3 2026, closing a stake of 5,109 shares — an estimated $291K sold.

Hofer & Associates first reported a position in BAC in Q2 2025 and held it in 5 quarters. The position peaked at $291K in Q2 2026. 1,016 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Hofer & Associates reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 5,109 Bank of America shares in Q3 2026, an estimated $291K.
  • Hofer & Associates first reported a position in Bank of America in Q2 2025 and held it in 5 quarters.
  • Hofer & Associates's Bank of America position peaked at $291K in Q2 2026.
  • 1,016 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.