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Hoxton Planning & Management, LLC

SEC CIK
0001954782
Latest filing
Jul 16, 2026

BAC holding history

Bank of America Corp in every 13F filed by Hoxton Planning & Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
7,515
Value
$428.2K
% of portfolio
0.1%
Quarters held
11
Since Q4 2022
Holdings of BAC by Hoxton Planning & Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,515$428.2K0.1%+263+3.6%AddedHolders
Q1 20267,252$353.6K0.1%−67−0.9%ReducedHolders
Q4 20257,319$402.6K0.1%+332+4.8%AddedHolders
Q3 20256,987$360.5K0.1%−129−1.8%ReducedHolders
Q2 20257,116$336.7K0.1%+90+1.3%AddedHolders
Q1 20257,026$293.2K0.1%+28+0.4%AddedHolders
Q4 20246,998$307.6K0.1%+571+8.9%AddedHolders
Q3 20246,427$255.0K0.1%+402+6.7%AddedHolders
Q2 20246,025$239.6K0.1%−419−6.5%ReducedHolders
Q1 20246,444$244.4K0.1%+6,444NewHolders
Q1 20230$00.0%−7,556−100.0%Sold outHolders
Q4 20227,556$250.3K0.1%–No prior filingHolders