HBWM
BAC icon

Hollow Brook Wealth Management’s Bank of America BAC Stock Holding History

Hollow Brook 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
Q2 		$1.12M Buy
+19,598
New +$1.04M 0.22% 51
2022
Q2 		– Sell
-4,928
Closed -$203K – 72
2022
Q1 		$203K Sell
4,928
-350
-7% -$15.8K 0.09% 74
2021
Q4 		$235K Buy
+5,278
New +$240K 0.12% 68
2020
Q1 		– Sell
-99,619
Closed -$3.51M – 42
2019
Q4 		$3.51M Sell
99,619
-1,193
-1% -$38.6K 1.82% 12
2019
Q3 		$2.94M Sell
100,812
-85,085
-46% -$2.45M 1.98% 14
2019
Q2 		$5.39M Sell
185,897
-1,319
-0.7% -$38K 4.89% 6
2019
Q1 		$5.17M Sell
187,216
-6,023
-3% -$170K 5.6% 5
2018
Q4 		$4.76M Sell
193,239
-9,442
-5% -$256K 5.08% 7
2018
Q3 		$5.97M Sell
202,681
-4,197
-2% -$128K 4.67% 6
2018
Q2 		$5.83M Sell
206,878
-3,169
-2% -$94.5K 4.61% 5
2018
Q1 		$6.3M Sell
210,047
-23,817
-10% -$748K 5.05% 4
2017
Q4 		$6.9M Sell
233,864
-18,829
-7% -$519K 5.07% 6
2017
Q3 		$6.4M Sell
252,693
-692
-0.3% -$16.8K 4.68% 8
2017
Q2 		$6.15M Buy
253,385
+7,180
+3% +$167K 4.22% 9
2017
Q1 		$5.81M Buy
246,205
+12,130
+5% +$288K 4.52% 9
2016
Q4 		$5.17M Buy
234,075
+29,874
+15% +$575K 3.2% 11
2016
Q3 		$3.2M Buy
+204,201
New +$3.04M 1.89% 16

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

Hollow Brook Wealth Management's BAC Position: Q2 2026 in Review

Hollow Brook Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 19,598 shares worth $1.12M. The stake represents 0.22% of the portfolio and ranks #51 among its holdings. This is a return to the name: Hollow Brook Wealth Management previously reported a position in BAC as recently as Q1 2022.

Hollow Brook Wealth Management first reported a position in BAC in Q3 2016 and has held it in 17 quarters since. The position peaked at $6.9M in Q4 2017. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hollow Brook Wealth Management held 19,598 shares of Bank of America worth $1.12M as of Q2 2026.
  • Bank of America was a new Hollow Brook Wealth Management position in Q2 2026.
  • Bank of America made up 0.22% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Hollow Brook Wealth Management first reported a position in Bank of America in Q3 2016 and has held it in 17 quarters since.
  • Hollow Brook Wealth Management's Bank of America position peaked at $6.9M in Q4 2017.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.