NHC
BAC icon

Nicholas Hoffman & Company’s Bank of America BAC Stock Holding History

Nicholas Hoffman & Company’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 		$4.29M Buy
75,217
+4,959
+7% +$264K 0.09% 48
2026
Q1 		$3.43M Sell
70,258
-2,001
-3% -$103K 0.08% 55
2025
Q4 		$3.97M Hold
72,259
– – 0.09% 47
2025
Q3 		$3.73M Buy
72,259
+638
+0.9% +$31.1K 0.09% 51
2025
Q2 		$3.39M Buy
71,621
+9,580
+15% +$403K 0.09% 51
2025
Q1 		$2.59M Buy
62,041
+33,963
+121% +$1.51M 0.1% 57
2024
Q4 		$1.23M Sell
28,078
-1,086
-4% -$47.8K 0.05% 105
2024
Q3 		$1.16M Sell
29,164
-744
-2% -$29.8K 0.05% 112
2024
Q2 		$1.19M Sell
29,908
-513
-2% -$19.7K 0.06% 105
2024
Q1 		$1.15M Sell
30,421
-5,244
-15% -$180K 0.06% 108
2023
Q4 		$1.2M Sell
35,665
-156
-0.4% -$4.54K 0.07% 102
2023
Q3 		$981K Sell
35,821
-1,133
-3% -$33.5K 0.07% 114
2023
Q2 		$1.06M Sell
36,954
-638
-2% -$18.2K 0.04% 111
2023
Q1 		$1.08M Buy
37,592
+1,761
+5% +$58.1K 0.1% 107
2022
Q4 		$1.19M Buy
35,831
+178
+0.5% +$6.13K 0.13% 104
2022
Q3 		$1.08M Hold
35,653
– – 0.05% 98
2022
Q2 		$1.11M Buy
35,653
+602
+2% +$21.7K 0.05% 98
2022
Q1 		$1.45M Sell
35,051
-3,968
-10% -$179K 0.06% 74
2021
Q4 		$1.74M Buy
39,019
+310
+0.8% +$14.1K 0.06% 63
2021
Q3 		$1.64M Buy
38,709
+404
+1% +$16.3K 0.29% 61
2021
Q2 		$1.58M Buy
38,305
+4,932
+15% +$202K 0.28% 64
2021
Q1 		$1.29M Buy
33,373
+3,895
+13% +$134K 0.26% 76
2020
Q4 		$893K Buy
29,478
+608
+2% +$16.3K 0.21% 92
2020
Q3 		$695K Buy
28,870
+3,233
+13% +$80.5K 0.18% 105
2020
Q2 		$609K Sell
25,637
-9,354
-27% -$221K 0.18% 109
2020
Q1 		$743K Buy
34,991
+1,332
+4% +$39.9K 0.25% 85
2019
Q4 		$1.19M Buy
33,659
+1,955
+6% +$63.2K 0.33% 69
2019
Q3 		$925K Sell
31,704
-1,838
-5% -$52.9K 0.28% 79
2019
Q2 		$973K Sell
33,542
-4,531
-12% -$131K 0.3% 75
2019
Q1 		$1.05M Sell
38,073
-5,920
-13% -$167K 0.34% 70
2018
Q4 		$1.08M Buy
43,993
+5,429
+14% +$147K 0.37% 61
2018
Q3 		$1.14M Buy
38,564
+8
+0% +$244 0.38% 60
2018
Q2 		$1.09M Sell
38,556
-3,006
-7% -$89.7K 0.4% 61
2018
Q1 		$1.25M Buy
41,562
+962
+2% +$30.2K 0.49% 52
2017
Q4 		$1.2M Buy
40,600
+7,277
+22% +$201K 0.47% 55
2017
Q3 		$844K Buy
33,323
+7,815
+31% +$190K 0.36% 75
2017
Q2 		$619K Hold
25,508
– – 0.28% 82
2017
Q1 		$602K Hold
25,508
– – 0.28% 85
2016
Q4 		$575K Buy
25,508
+1,055
+4% +$20.3K 0.29% 84
2016
Q3 		$383K Hold
24,453
– – 0.21% 98
2016
Q2 		$324K Buy
+24,453
New +$344K 0.19% 100

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Nicholas Hoffman & Company's BAC Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Bank of America (BAC) stake by 7.1% in Q2 2026, buying an estimated $264K and bringing the position to 75,217 shares worth $4.29M. The position accounts for 0.09% of the portfolio, ranked #48.

Nicholas Hoffman & Company first reported a position in BAC in Q2 2016 and has held it in 41 quarters since. 1,928 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Nicholas Hoffman & Company held 75,217 shares of Bank of America worth $4.29M as of Q2 2026.
  • Nicholas Hoffman & Company bought 4,959 Bank of America shares in Q2 2026, an estimated $264K.
  • Bank of America made up 0.09% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #48 holding.
  • Nicholas Hoffman & Company first reported a position in Bank of America in Q2 2016 and has held it in 41 quarters since.
  • 1,928 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.