CTA
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Chesley Taft & Associates’s Bank of America BAC Stock Holding History

Chesley Taft & Associates’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 		$210K Buy
+3,682
New +$196K 0.01% 364
2026
Q1 		– Sell
-5,353
Closed -$294K – 372
2025
Q4 		$294K Buy
5,353
+802
+18% +$42.4K 0.01% 328
2025
Q3 		$235K Buy
4,551
+96
+2% +$4.68K 0.01% 332
2025
Q2 		$211K Buy
+4,455
New +$187K 0.01% 328
2025
Q1 		– Sell
-112,627
Closed -$4.95M – 333
2024
Q4 		$4.95M Sell
112,627
-600
-0.5% -$26.4K 0.23% 86
2024
Q3 		$4.49M Sell
113,227
-2,490
-2% -$99.8K 0.21% 89
2024
Q2 		$4.6M Sell
115,717
-2,100
-2% -$80.5K 0.23% 82
2024
Q1 		$4.47M Sell
117,817
-7,635
-6% -$262K 0.23% 87
2023
Q4 		$4.22M Sell
125,452
-2,430
-2% -$70.8K 0.24% 89
2023
Q3 		$3.5M Buy
127,882
+11,840
+10% +$350K 0.23% 92
2023
Q2 		$3.33M Buy
116,042
+200
+0.2% +$5.71K 0.2% 99
2023
Q1 		$3.31M Buy
115,842
+22,222
+24% +$734K 0.22% 100
2022
Q4 		$3.1M Buy
93,620
+23,680
+34% +$816K 0.21% 103
2022
Q3 		$2.11M Buy
69,940
+725
+1% +$24.2K 0.16% 124
2022
Q2 		$2.15M Buy
69,215
+1,195
+2% +$43K 0.15% 124
2022
Q1 		$2.66M Buy
68,020
+1,470
+2% +$66.3K 0.16% 119
2021
Q4 		$2.96M Sell
66,550
-20
-0% -$911 0.15% 121
2021
Q3 		$2.83M Buy
66,570
+1,950
+3% +$78.5K 0.16% 116
2021
Q2 		$2.66M Buy
64,620
+6,775
+12% +$278K 0.15% 119
2021
Q1 		$2.3M Buy
57,845
+18,245
+46% +$630K 0.14% 123
2020
Q4 		$1.2M Buy
+39,600
New +$1.06M 0.08% 157

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chesley Taft & Associates's BAC Position: Q2 2026 in Review

Chesley Taft & Associates opened a new position in Bank of America (BAC) in Q2 2026: 3,682 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Chesley Taft & Associates previously reported a position in BAC as recently as Q4 2025.

Chesley Taft & Associates first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.95M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Chesley Taft & Associates held 3,682 shares of Bank of America worth $210K as of Q2 2026.
  • Bank of America was a new Chesley Taft & Associates position in Q2 2026.
  • Bank of America made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #364 holding.
  • Chesley Taft & Associates first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
  • Chesley Taft & Associates's Bank of America position peaked at $4.95M in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.