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 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

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

James Hambro & Partners's BAC Position: Q2 2026 in Review

James Hambro & Partners reduced its Bank of America (BAC) stake by 5.7% in Q2 2026, selling an estimated $16.3K and leaving 5,051 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #61.

James Hambro & Partners first reported a position in BAC in Q4 2018 and has held it in 21 quarters since. The position peaked at $542K in Q4 2022. 1,721 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

James Hambro & Partners held 5,051 shares of Bank of America worth $288K as of Q2 2026.
James Hambro & Partners sold 306 Bank of America shares in Q2 2026, an estimated $16.3K.
Bank of America made up 0.01% of James Hambro & Partners's portfolio in Q2 2026, its #61 holding.
James Hambro & Partners first reported a position in Bank of America in Q4 2018 and has held it in 21 quarters since.
James Hambro & Partners's Bank of America position peaked at $542K in Q4 2022.
1,721 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.