HVIA
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Hudson Valley Investment Advisors’s Bank of America BAC Stock Holding History

Hudson Valley Investment Advisors’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 		$2.72M Sell
47,649
-2,988
-6% -$159K 0.33% 74
2026
Q1 		$2.47M Sell
50,637
-10,977
-18% -$566K 0.32% 75
2025
Q4 		$3.39M Sell
61,614
-19,464
-24% -$1.03M 0.37% 70
2025
Q3 		$4.18M Sell
81,078
-680
-0.8% -$33.2K 0.44% 65
2025
Q2 		$3.87M Sell
81,758
-7,385
-8% -$311K 0.42% 68
2025
Q1 		$3.72M Sell
89,143
-7,485
-8% -$334K 0.44% 63
2024
Q4 		$4.25M Sell
96,628
-1,108
-1% -$48.7K 0.48% 57
2024
Q3 		$3.88M Sell
97,736
-63,821
-40% -$2.56M 0.43% 63
2024
Q2 		$5.52M Buy
161,557
+53,279
+49% +$2.04M 0.72% 50
2024
Q1 		$4.11M Sell
108,278
-32,609
-23% -$1.12M 0.49% 59
2023
Q4 		$4.81M Sell
140,887
-96,275
-41% -$2.8M 0.66% 51
2023
Q3 		$6.49M Buy
237,162
+1,742
+0.7% +$51.5K 0.92% 34
2023
Q2 		$6.75M Buy
235,420
+12,499
+6% +$357K 0.91% 32
2023
Q1 		$6.38M Buy
222,921
+4,464
+2% +$147K 0.89% 33
2022
Q4 		$7.24M Buy
218,457
+2,352
+1% +$81K 1.09% 26
2022
Q3 		$6.53M Buy
216,105
+4,039
+2% +$135K 1.05% 28
2022
Q2 		$6.6M Sell
212,066
-3,064
-1% -$110K 1.03% 27
2022
Q1 		$8.87M Buy
215,130
+20
+0% +$902 1.19% 22
2021
Q4 		$9.57M Buy
215,110
+3,184
+2% +$145K 1.5% 18
2021
Q3 		$9M Buy
211,926
+2,870
+1% +$116K 1.54% 17
2021
Q2 		$8.62M Buy
209,056
+5,179
+3% +$212K 1.5% 18
2021
Q1 		$7.89M Sell
203,877
-71
-0% -$2.45K 1.41% 20
2020
Q4 		$6.18M Buy
203,948
+2,332
+1% +$62.5K 1.18% 28
2020
Q3 		$4.86M Buy
201,616
+2,459
+1% +$61.2K 1.05% 33
2020
Q2 		$4.73M Buy
199,157
+13,758
+7% +$325K 1.1% 31
2020
Q1 		$3.94M Sell
185,399
-7,300
-4% -$219K 1.09% 32
2019
Q4 		$6.79M Buy
192,699
+10,012
+5% +$324K 1.45% 17
2019
Q3 		$5.33M Buy
182,687
+7,101
+4% +$204K 1.23% 24
2019
Q2 		$5.09M Buy
175,586
+36,003
+26% +$1.04M 1.18% 25
2019
Q1 		$3.85M Sell
139,583
-64,006
-31% -$1.81M 0.93% 40
2018
Q4 		$5.02M Buy
203,589
+7,279
+4% +$197K 1.16% 26
2018
Q3 		$5.78M Sell
196,310
-2,185
-1% -$66.5K 1.34% 22
2018
Q2 		$5.6M Buy
198,495
+1,747
+0.9% +$52.1K 1.38% 22
2018
Q1 		$5.9M Buy
196,748
+4,720
+2% +$148K 1.49% 18
2017
Q4 		$5.67M Buy
192,028
+9,181
+5% +$253K 1.4% 19
2017
Q3 		$4.63M Buy
182,847
+4,412
+2% +$107K 1.2% 25
2017
Q2 		$4.33M Buy
178,435
+5,115
+3% +$119K 1.19% 25
2017
Q1 		$4.09M Buy
173,320
+4,121
+2% +$97.8K 1.14% 26
2016
Q4 		$3.74M Buy
169,199
+19,020
+13% +$366K 1.1% 27
2016
Q3 		$2.35M Sell
150,179
-30,299
-17% -$451K 0.73% 42
2016
Q2 		$2.4M Sell
180,478
-33,569
-16% -$472K 0.77% 40
2016
Q1 		$2.89M Buy
214,047
+1,039
+0.5% +$14K 0.94% 33
2015
Q4 		$3.58M Sell
213,008
-599
-0.3% -$10.1K 1.12% 30
2015
Q3 		$3.33M Buy
213,607
+151
+0.1% +$2.54K 1.08% 30
2015
Q2 		$3.63M Sell
213,456
-7,648
-3% -$126K 1.13% 30
2015
Q1 		$3.4M Buy
221,104
+12,235
+6% +$197K 1.15% 34
2014
Q4 		$3.74M Buy
208,869
+3,417
+2% +$58.5K 1.53% 22
2014
Q3 		$3.5M Buy
205,452
+7,874
+4% +$125K 1.49% 24
2014
Q2 		$3.04M Sell
197,578
-5,847
-3% -$90.8K 1.32% 29
2014
Q1 		$3.5M Buy
203,425
+6,411
+3% +$108K 1.5% 26
2013
Q4 		$3.07M Buy
197,014
+3,450
+2% +$51.2K 1.35% 28
2013
Q3 		$2.67M Buy
193,564
+3,495
+2% +$49.9K 1.3% 31
2013
Q2 		$2.44M Buy
+190,069
New +$2.42M 1.17% 33

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hudson Valley Investment Advisors's BAC Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Bank of America (BAC) stake by 5.9% in Q2 2026, selling an estimated $159K and leaving 47,649 shares worth $2.72M. The position accounts for 0.33% of the portfolio, ranked #74.

Hudson Valley Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.57M in Q4 2021. 1,721 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hudson Valley Investment Advisors held 47,649 shares of Bank of America worth $2.72M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 2,988 Bank of America shares in Q2 2026, an estimated $159K.
  • Bank of America made up 0.33% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Hudson Valley Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's Bank of America position peaked at $9.57M in Q4 2021.
  • 1,721 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.