Hummer Financial Advisory Services’s Bank of America BAC Stock Holding History

Hummer Financial Advisory 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	$419K	Hold	7,347	–	–	0.28%	78
2026 Q1	$358K	Buy	7,347 +75	+1%	+$3.87K	0.25%	84
2025 Q4	$400K	Sell	7,272 -75	-1%	-$3.96K	0.28%	76
2025 Q3	$379K	Hold	7,347	–	–	0.28%	76
2025 Q2	$348K	Sell	7,347 -75	-1%	-$3.15K	0.26%	77
2025 Q1	$310K	Hold	7,422	–	–	0.25%	79
2024 Q4	$326K	Hold	7,422	–	–	0.26%	74
2024 Q3	$295K	Hold	7,422	–	–	0.23%	83
2024 Q2	$295K	Sell	7,422 -350	-5%	-$13.4K	0.26%	78
2024 Q1	$295K	Buy	7,772 +680	+10%	+$23.3K	0.24%	80
2023 Q4	$239K	Buy	+7,092	New	+$206K	0.22%	87
2023 Q3	–	Sell	-7,092	Closed	-$203K	–	96
2023 Q2	$203K	Buy	+7,092	New	+$202K	0.2%	97
2023 Q1	–	Sell	-7,017	Closed	-$232K	–	84
2022 Q4	$232K	Hold	7,017	–	–	0.26%	81
2022 Q3	$212K	Sell	7,017 -75	-1%	-$2.51K	0.25%	85
2022 Q2	$221K	Hold	7,092	–	–	0.25%	87
2022 Q1	$292K	Hold	7,092	–	–	0.26%	81
2021 Q4	$316K	Sell	7,092 -316	-4%	-$14.4K	0.27%	74
2021 Q3	$314K	Hold	7,408	–	–	0.29%	76
2021 Q2	$305K	Hold	7,408	–	–	0.28%	80
2021 Q1	$287K	Buy	7,408 +650	+10%	+$22.4K	0.28%	80
2020 Q4	$205K	Buy	+6,758	New	+$181K	0.22%	96

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Hummer Financial Advisory Services's BAC Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Bank of America (BAC) position steady in Q2 2026 at 7,347 shares worth $419K. The position accounts for 0.28% of the portfolio, ranked #78.

Hummer Financial Advisory Services first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Hummer Financial Advisory Services held 7,347 shares of Bank of America worth $419K as of Q2 2026.
Hummer Financial Advisory Services left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.28% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #78 holding.
Hummer Financial Advisory Services first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.