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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hoxton Planning & Management's BAC Position: Q2 2026 in Review

Hoxton Planning & Management increased its Bank of America (BAC) stake by 3.6% in Q2 2026, buying an estimated $14K and bringing the position to 7,515 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #140.

Hoxton Planning & Management first reported a position in BAC in Q4 2022 and has held it in 11 quarters since. 839 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hoxton Planning & Management held 7,515 shares of Bank of America worth $428K as of Q2 2026.
  • Hoxton Planning & Management bought 263 Bank of America shares in Q2 2026, an estimated $14K.
  • Bank of America made up 0.11% of Hoxton Planning & Management's portfolio in Q2 2026, its #140 holding.
  • Hoxton Planning & Management first reported a position in Bank of America in Q4 2022 and has held it in 11 quarters since.
  • 839 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.