Hohimer Wealth Management
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Hohimer Wealth Management’s Bank of America BAC Stock Holding History

Hohimer Wealth Management’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 		$1.2M Buy
22,115
+968
+5% +$59K 0.12% 148
2026
Q2 		$1.2M Buy
21,147
+473
+2% +$25.2K 0.12% 154
2026
Q1 		$1.01M Sell
20,674
-478
-2% -$24.7K 0.12% 159
2025
Q4 		$1.16M Buy
21,152
+335
+2% +$17.7K 0.16% 129
2025
Q3 		$1.07M Buy
20,817
+798
+4% +$38.9K 0.15% 134
2025
Q2 		$947K Buy
20,019
+364
+2% +$15.3K 0.17% 110
2025
Q1 		$820K Buy
+19,655
New +$876K 0.16% 121
2023
Q2 		– Sell
-111,305
Closed -$3.18M – 189
2023
Q1 		$3.18M Buy
111,305
+57,485
+107% +$1.9M 0.92% 34
2022
Q4 		$1.78M Sell
53,820
-60,238
-53% -$2.07M 0.57% 52
2022
Q3 		$3.44M Buy
114,058
+1,335
+1% +$44.6K 1.11% 26
2022
Q2 		$3.51M Buy
112,723
+6,551
+6% +$236K 1.04% 25
2022
Q1 		$4.38M Buy
106,172
+7,621
+8% +$344K 0.86% 30
2021
Q4 		$4.38M Buy
98,551
+152
+0.2% +$6.92K 0.92% 27
2021
Q3 		$4.18M Buy
98,399
+516
+0.5% +$20.8K 0.88% 39
2021
Q2 		$4.04M Buy
97,883
+35,616
+57% +$1.46M 0.83% 42
2021
Q1 		$2.41M Buy
62,267
+11,888
+24% +$410K 0.59% 64
2020
Q4 		$1.53M Sell
50,379
-1,429
-3% -$38.3K 0.4% 79
2020
Q3 		$1.23M Buy
51,808
+1,907
+4% +$47.5K 0.35% 96
2020
Q2 		$1.18M Buy
49,901
+24,535
+97% +$580K 0.41% 87
2020
Q1 		$595K Buy
25,366
+6,193
+32% +$186K 0.25% 124
2019
Q4 		$675K Buy
+19,173
New +$620K 0.23% 149

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hohimer Wealth Management's BAC Position: Q3 2026 in Review

Hohimer Wealth Management increased its Bank of America (BAC) stake by 4.6% in Q3 2026, buying an estimated $59K and bringing the position to 22,115 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #148.

Hohimer Wealth Management first reported a position in BAC in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.38M in Q4 2021. 2,306 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Hohimer Wealth Management held 22,115 shares of Bank of America worth $1.2M as of Q3 2026.
  • Hohimer Wealth Management bought 968 Bank of America shares in Q3 2026, an estimated $59K.
  • Bank of America made up 0.12% of Hohimer Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Hohimer Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 21 quarters since.
  • Hohimer Wealth Management's Bank of America position peaked at $4.38M in Q4 2021.
  • 2,306 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.