James Hambro & Partners’s Bank of America BAC Stock Holding History

James Hambro & 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 Q3	–	Sell	-5,051	Closed	-$288K	–	69
2026 Q2	$288K	Sell	5,051 -306	-6%	-$16.3K	0.01%	61
2026 Q1	$261K	Hold	5,357	–	–	0.01%	52
2025 Q4	$295K	Hold	5,357	–	–	0.01%	48
2025 Q3	$276K	Hold	5,357	–	–	0.01%	52
2025 Q2	$253K	Hold	5,357	–	–	0.01%	50
2025 Q1	$224K	Hold	5,357	–	–	0.01%	53
2024 Q4	$236K	Hold	5,357	–	–	0.01%	55
2024 Q3	$213K	Hold	5,357	–	–	0.01%	55
2024 Q2	$213K	Hold	5,357	–	–	0.01%	52
2024 Q1	$203K	Buy	+5,357	New	+$184K	0.01%	52
2023 Q4	–	Sell	-16,147	Closed	-$442K	–	54
2023 Q3	$442K	Sell	16,147 -1,266	-7%	-$37.5K	0.03%	43
2023 Q2	$500K	Buy	17,413 +1,490	+9%	+$42.5K	0.03%	43
2023 Q1	$455K	Sell	15,923 -440	-3%	-$14.5K	0.03%	47
2022 Q4	$542K	Buy	+16,363	New	+$564K	0.04%	42
2022 Q2	–	Sell	-5,567	Closed	-$230K	–	62
2022 Q1	$230K	Hold	5,567	–	–	0.02%	65
2021 Q4	$248K	Hold	5,567	–	–	0.02%	68
2021 Q3	$236K	Hold	5,567	–	–	0.02%	82
2021 Q2	$229K	Hold	5,567	–	–	0.02%	82
2021 Q1	$216K	Sell	5,567 -1,965	-26%	-$67.8K	0.02%	90
2020 Q4	$228K	Buy	+7,532	New	+$202K	0.03%	89
2019 Q1	–	Sell	-9,020	Closed	-$222K	–	48
2018 Q4	$222K	Buy	+9,020	New	+$245K	0.09%	41

Other funds holding BAC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

James Hambro & Partners's BAC Position: Q3 2026 in Review

James Hambro & Partners sold out of Bank of America (BAC) in Q3 2026, closing a stake of 5,051 shares — an estimated $288K sold.

James Hambro & Partners first reported a position in BAC in Q4 2018 and held it in 21 quarters. The position peaked at $542K in Q4 2022. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

James Hambro & Partners reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
James Hambro & Partners sold 5,051 Bank of America shares in Q3 2026, an estimated $288K.
James Hambro & Partners first reported a position in Bank of America in Q4 2018 and held it in 21 quarters.
James Hambro & Partners's Bank of America position peaked at $542K in Q4 2022.
2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.