Hoxton Planning & Management
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Hoxton Planning & Management’s Bank of America BAC Stock Holding History

Hoxton Planning & 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 		$409K Sell
7,510
-5
-0.1% -$305 0.1% 140
2026
Q2 		$428K Buy
7,515
+263
+4% +$14K 0.11% 140
2026
Q1 		$354K Sell
7,252
-67
-0.9% -$3.46K 0.11% 142
2025
Q4 		$403K Buy
7,319
+332
+5% +$17.6K 0.12% 124
2025
Q3 		$360K Sell
6,987
-129
-2% -$6.29K 0.12% 137
2025
Q2 		$337K Buy
7,116
+90
+1% +$3.79K 0.12% 141
2025
Q1 		$293K Buy
7,026
+28
+0.4% +$1.25K 0.11% 151
2024
Q4 		$308K Buy
6,998
+571
+9% +$25.1K 0.12% 153
2024
Q3 		$255K Buy
6,427
+402
+7% +$16.1K 0.1% 174
2024
Q2 		$240K Sell
6,025
-419
-7% -$16.1K 0.11% 135
2024
Q1 		$244K Buy
+6,444
New +$221K 0.12% 137
2023
Q1 		– Sell
-7,556
Closed -$250K – 158
2022
Q4 		$250K Buy
+7,556
New +$260K 0.13% 136

Other funds holding BAC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Hoxton Planning & Management's BAC Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Bank of America (BAC) stake by 0.07% in Q3 2026, selling an estimated $305 and leaving 7,510 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #140.

Hoxton Planning & Management first reported a position in BAC in Q4 2022 and has held it in 12 quarters since. The position peaked at $428K in Q2 2026. 920 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Hoxton Planning & Management held 7,510 shares of Bank of America worth $409K as of Q3 2026.
  • Hoxton Planning & Management sold 5 Bank of America shares in Q3 2026, an estimated $305.
  • Bank of America made up 0.1% of Hoxton Planning & Management's portfolio in Q3 2026, its #140 holding.
  • Hoxton Planning & Management first reported a position in Bank of America in Q4 2022 and has held it in 12 quarters since.
  • Hoxton Planning & Management's Bank of America position peaked at $428K in Q2 2026.
  • 920 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.