MG
BAC icon

McHugh Group’s Bank of America BAC Stock Holding History

McHugh Group’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 		$623K Sell
11,449
-500
-4% -$30.5K 0.31% 48
2026
Q2 		$681K Hold
11,949
– – 0.35% 47
2026
Q1 		$583K Buy
11,949
+359
+3% +$18.5K 0.34% 45
2025
Q4 		$637K Hold
11,590
– – 0.36% 43
2025
Q3 		$598K Hold
11,590
– – 0.36% 43
2025
Q2 		$548K Hold
11,590
– – 0.37% 42
2025
Q1 		$484K Hold
11,590
– – 0.37% 41
2024
Q4 		$509K Buy
+11,590
New +$510K 0.38% 40

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

McHugh Group's BAC Position: Q3 2026 in Review

McHugh Group reduced its Bank of America (BAC) stake by 4.2% in Q3 2026, selling an estimated $30.5K and leaving 11,449 shares worth $623K. The position accounts for 0.31% of the portfolio, ranked #48.

McHugh Group first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $681K in Q2 2026. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • McHugh Group held 11,449 shares of Bank of America worth $623K as of Q3 2026.
  • McHugh Group sold 500 Bank of America shares in Q3 2026, an estimated $30.5K.
  • Bank of America made up 0.31% of McHugh Group's portfolio in Q3 2026, its #48 holding.
  • McHugh Group first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
  • McHugh Group's Bank of America position peaked at $681K in Q2 2026.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.