Hoxton Planning & Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1954782 SHEPHERDSTOWN, WV

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$428,204

+$74,669 QoQ

Shares Held

7,515

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,632

of 3,595 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $2,830,551 across 6 Banks - Diversified names. BAC ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,897	$1,275,605
2	BAC	Bank Of America Corp /De/ This page	7,515	$428,204
3	SAN	Banco Santander, S.A.	24,210	$334,098
4	HSBC	Hsbc Holdings PLC	2,823	$268,439
5	WFC	Wells Fargo & Company/Mn	3,227	$266,679
6	C	Citigroup Inc	1,840	$257,526

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,204	7,515	+3.6%	Shares	Sole	2026-07-16
2026-03-31	$353,535	7,252	-0.9%	Shares	Sole	2026-04-20
2025-12-31	$402,545	7,319	+4.8%	Shares	Sole	2026-02-11
2025-09-30	$360,459	6,987	-1.8%	Shares	Sole	2025-10-27
2025-06-30	$336,729	7,116	+1.3%	Shares	Sole	2025-08-06
2025-03-31	$293,194	7,026	+0.4%	Shares	Sole	2025-05-08
2024-12-31	$307,562	6,998	+8.9%	Shares	Sole	2025-09-08
2024-09-30	$255,023	6,427	+6.7%	Shares	Sole	2024-10-08
2024-06-30	$239,614	6,025	-6.5%	Shares	Sole	2024-07-19
2024-03-31	$244,356	6,444	-14.7%	Shares	Sole	2024-04-12
2022-12-31	$250,254	7,556	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.