HA
BAC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hofer & Associates's BAC Position: Q1 2026 in Review

Hofer & Associates increased its Bank of America (BAC) stake by 4.5% in Q1 2026, buying an estimated $11.7K and bringing the position to 5,201 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #54.

Hofer & Associates first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $274K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Hofer & Associates held 5,201 shares of Bank of America worth $254K as of Q1 2026.
  • Hofer & Associates bought 226 Bank of America shares in Q1 2026, an estimated $11.7K.
  • Bank of America made up 0.14% of Hofer & Associates's portfolio in Q1 2026, its #54 holding.
  • Hofer & Associates first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • Hofer & Associates's Bank of America position peaked at $274K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Hofer & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.