Howard Financial Services
BAC icon

Howard Financial Services’s Bank of America BAC Stock Holding History

Howard Financial Services’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 		$883K Buy
16,225
+2,065
+15% +$126K 0.09% 94
2026
Q2 		$807K Sell
14,160
-1,890
-12% -$101K 0.09% 99
2026
Q1 		$782K Buy
16,050
+6,665
+71% +$344K 0.09% 98
2025
Q4 		$516K Buy
9,385
+877
+10% +$46.4K 0.06% 111
2025
Q3 		$439K Buy
8,508
+205
+2% +$10K 0.05% 119
2025
Q2 		$393K Buy
8,303
+617
+8% +$26K 0.05% 125
2025
Q1 		$321K Buy
7,686
+104
+1% +$4.63K 0.04% 134
2024
Q4 		$333K Buy
7,582
+794
+12% +$34.9K 0.05% 135
2024
Q3 		$269K Buy
6,788
+15
+0.2% +$601 0.04% 135
2024
Q2 		$269K Buy
6,773
+10
+0.1% +$383 0.04% 126
2024
Q1 		$256K Sell
6,763
-994
-13% -$34.1K 0.04% 132
2023
Q4 		$261K Buy
+7,757
New +$226K 0.05% 130
2021
Q2 		– Sell
-7,409
Closed -$287K – 126
2021
Q1 		$287K Sell
7,409
-2,971
-29% -$103K 0.13% 94
2020
Q4 		$315K Sell
10,380
-1,233
-11% -$33K 0.17% 75
2020
Q3 		$280K Buy
11,613
+45
+0.4% +$1.12K 0.18% 70
2020
Q2 		$275K Buy
11,568
+46
+0.4% +$1.09K 0.2% 63
2020
Q1 		$245K Buy
11,522
+2,032
+21% +$60.9K 0.22% 60
2019
Q4 		$334K Buy
9,490
+16
+0.2% +$517 0.21% 68
2019
Q3 		$276K Buy
9,474
+36
+0.4% +$1.04K 0.18% 72
2019
Q2 		$274K Buy
9,438
+17
+0.2% +$490 0.19% 71
2019
Q1 		$260K Hold
9,421
– – 0.18% 72
2018
Q4 		$232K Buy
+9,421
New +$256K 0.18% 76

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Howard Financial Services's BAC Position: Q3 2026 in Review

Howard Financial Services increased its Bank of America (BAC) stake by 15% in Q3 2026, buying an estimated $126K and bringing the position to 16,225 shares worth $883K. The position accounts for 0.09% of the portfolio, ranked #94.

Howard Financial Services first reported a position in BAC in Q4 2018 and has held it in 22 quarters since. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Howard Financial Services held 16,225 shares of Bank of America worth $883K as of Q3 2026.
  • Howard Financial Services bought 2,065 Bank of America shares in Q3 2026, an estimated $126K.
  • Bank of America made up 0.09% of Howard Financial Services's portfolio in Q3 2026, its #94 holding.
  • Howard Financial Services first reported a position in Bank of America in Q4 2018 and has held it in 22 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.