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HUB Investment Partners’s Bank of America BAC Stock Holding History

HUB Investment Partners’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 		$17M Buy
298,652
+38,480
+15% +$2.05M 0.31% 62
2026
Q1 		$12.7M Sell
260,172
-11,056
-4% -$571K 0.3% 65
2025
Q4 		$14.9M Buy
+271,228
New +$14.3M 0.39% 49
2025
Q3 		– Sell
-288,639
Closed -$13.7M – 852
2025
Q2 		$13.7M Buy
288,639
+122,418
+74% +$5.15M 0.46% 51
2025
Q1 		$6.94M Sell
166,221
-5,735
-3% -$256K 0.28% 92
2024
Q4 		$7.56M Buy
171,956
+1,769
+1% +$77.8K 0.32% 81
2024
Q3 		$6.75M Buy
170,187
+2,500
+1% +$100K 0.29% 90
2024
Q2 		$6.67M Buy
167,687
+2,592
+2% +$99.3K 0.25% 88
2024
Q1 		$6.26M Buy
165,095
+32,000
+24% +$1.1M 0.34% 76
2023
Q4 		$4.48M Buy
133,095
+117,121
+733% +$3.41M 0.31% 89
2023
Q3 		$437K Buy
15,974
+2,854
+22% +$84.4K 0.07% 153
2023
Q2 		$376K Buy
13,120
+1,045
+9% +$29.8K 0.06% 167
2023
Q1 		$345K Buy
12,075
+2,522
+26% +$83.3K 0.07% 160
2022
Q4 		$316K Buy
9,553
+303
+3% +$10.4K 0.07% 106
2022
Q3 		$279K Sell
9,250
-18,539
-67% -$620K 0.08% 143
2022
Q2 		$865K Buy
27,789
+20,112
+262% +$724K 0.27% 79
2022
Q1 		$316K Sell
7,677
-3,645
-32% -$164K 0.07% 140
2021
Q4 		$504K Buy
11,322
+1,177
+12% +$53.6K 0.12% 120
2021
Q3 		$431K Buy
10,145
+144
+1% +$5.8K 0.1% 137
2021
Q2 		$412K Sell
10,001
-9,855
-50% -$404K 0.11% 133
2021
Q1 		$768K Buy
+19,856
New +$685K 0.23% 102

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

HUB Investment Partners's BAC Position: Q2 2026 in Review

HUB Investment Partners increased its Bank of America (BAC) stake by 15% in Q2 2026, buying an estimated $2.05M and bringing the position to 298,652 shares worth $17M. The position accounts for 0.31% of the portfolio, ranked #62.

HUB Investment Partners first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • HUB Investment Partners held 298,652 shares of Bank of America worth $17M as of Q2 2026.
  • HUB Investment Partners bought 38,480 Bank of America shares in Q2 2026, an estimated $2.05M.
  • Bank of America made up 0.31% of HUB Investment Partners's portfolio in Q2 2026, its #62 holding.
  • HUB Investment Partners first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.