Hyperion Capital Advisors’s Bank of America BAC Stock Holding History

Hyperion Capital 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 Q1	$312K	Sell	6,400 -2,500	-28%	-$129K	0.15%	51
2025 Q4	$490K	Sell	8,900 -181	-2%	-$9.57K	0.24%	36
2025 Q3	$468K	Hold	9,081	–	–	0.25%	36
2025 Q2	$430K	Hold	9,081	–	–	0.27%	37
2025 Q1	$379K	Hold	9,081	–	–	0.21%	41
2024 Q4	$399K	Hold	9,081	–	–	0.21%	40
2024 Q3	$360K	Hold	9,081	–	–	0.17%	45
2024 Q2	$361K	Hold	9,081	–	–	0.17%	42
2024 Q1	$344K	Hold	9,081	–	–	0.16%	44
2023 Q4	$306K	Hold	9,081	–	–	0.17%	48
2023 Q3	$249K	Hold	9,081	–	–	0.14%	55
2023 Q2	$261K	Buy	+9,081	New	+$259K	0.14%	52

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hyperion Capital Advisors's BAC Position: Q1 2026 in Review

Hyperion Capital Advisors reduced its Bank of America (BAC) stake by 28% in Q1 2026, selling an estimated $129K and leaving 6,400 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #51.

Hyperion Capital Advisors first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $490K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Hyperion Capital Advisors held 6,400 shares of Bank of America worth $312K as of Q1 2026.
Hyperion Capital Advisors sold 2,500 Bank of America shares in Q1 2026, an estimated $129K.
Bank of America made up 0.15% of Hyperion Capital Advisors's portfolio in Q1 2026, its #51 holding.
Hyperion Capital Advisors first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
Hyperion Capital Advisors's Bank of America position peaked at $490K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.