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

Hughes 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 Q2	$71.5K	Buy	1,254 +339	+37%	+$18K	0.01%	154
2026 Q1	$44.6K	Buy	915 +91	+11%	+$4.7K	0.01%	173
2025 Q4	$45.3K	Buy	824 +14	+2%	+$740	0.01%	164
2025 Q3	$43.3K	Sell	810 -2,348	-74%	-$115K	0.01%	167
2025 Q2	$143K	Sell	3,158 -93	-3%	-$3.91K	0.02%	88
2025 Q1	$135K	Buy	+3,251	New	+$145K	0.03%	86

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Hughes Financial Services's BAC Position: Q2 2026 in Review

Hughes Financial Services increased its Bank of America (BAC) stake by 37% in Q2 2026, buying an estimated $18K and bringing the position to 1,254 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #154.

Hughes Financial Services first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $143K in Q2 2025. 962 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Hughes Financial Services held 1,254 shares of Bank of America worth $71.5K as of Q2 2026.
Hughes Financial Services bought 339 Bank of America shares in Q2 2026, an estimated $18K.
Bank of America made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #154 holding.
Hughes Financial Services first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Bank of America position peaked at $143K in Q2 2025.
962 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.