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Essex Savings Bank’s Bank of America BAC Stock Holding History

Essex Savings Bank’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 		$678K Sell
11,906
-97
-0.8% -$5.16K 0.15% 145
2026
Q1 		$585K Sell
12,003
-590
-5% -$30.4K 0.13% 146
2025
Q4 		$693K Buy
12,593
+738
+6% +$39K 0.15% 135
2025
Q3 		$612K Sell
11,855
-671
-5% -$32.7K 0.14% 140
2025
Q2 		$593K Buy
12,526
+3,373
+37% +$142K 0.14% 138
2025
Q1 		$382K Sell
9,153
-1,206
-12% -$53.7K 0.09% 183
2024
Q4 		$455K Buy
10,359
+262
+3% +$11.5K 0.11% 155
2024
Q3 		$401K Sell
10,097
-2,021
-17% -$81K 0.1% 176
2024
Q2 		$482K Sell
12,118
-5,430
-31% -$208K 0.13% 142
2024
Q1 		$591K Hold
17,548
– – 0.17% 122
2023
Q4 		$591K Buy
17,548
+3,030
+21% +$88.2K 0.17% 122
2023
Q3 		$397K Sell
14,518
-84
-0.6% -$2.48K 0.13% 138
2023
Q2 		$419K Sell
14,602
-2,251
-13% -$64.2K 0.14% 135
2023
Q1 		$482K Sell
16,853
-1,203
-7% -$39.7K 0.17% 120
2022
Q4 		$598K Buy
18,056
+915
+5% +$31.5K 0.21% 95
2022
Q3 		$518K Sell
17,141
-317
-2% -$10.6K 0.21% 102
2022
Q2 		$544K Buy
17,458
+146
+0.8% +$5.26K 0.21% 101
2022
Q1 		$714K Sell
17,312
-479
-3% -$21.6K 0.24% 95
2021
Q4 		$791K Sell
17,791
-1,927
-10% -$87.8K 0.27% 91
2021
Q3 		$824K Sell
19,718
-659
-3% -$26.5K 0.3% 88
2021
Q2 		$864K Buy
20,377
+687
+3% +$28.2K 0.33% 81
2021
Q1 		$684K Buy
19,690
+892
+5% +$30.8K 0.3% 87
2020
Q4 		$570K Sell
18,798
-298
-2% -$7.99K 0.25% 97
2020
Q3 		$460K Sell
19,096
-2,121
-10% -$52.8K 0.23% 102
2020
Q2 		$504K Sell
21,217
-1,439
-6% -$34K 0.3% 86
2020
Q1 		$481K Buy
22,656
+717
+3% +$21.5K 0.34% 81
2019
Q4 		$773K Buy
21,939
+24
+0.1% +$776 0.39% 69
2019
Q3 		$639K Buy
21,915
+8,521
+64% +$245K 0.34% 74
2019
Q2 		$896K Buy
13,394
+604
+5% +$17.4K 0.32% 67
2019
Q1 		$353K Sell
12,790
-106
-0.8% -$3K 0.2% 97
2018
Q4 		$318K Buy
+12,896
New +$350K 0.2% 93

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Essex Savings Bank's BAC Position: Q2 2026 in Review

Essex Savings Bank reduced its Bank of America (BAC) stake by 0.81% in Q2 2026, selling an estimated $5.16K and leaving 11,906 shares worth $678K. The position accounts for 0.15% of the portfolio, ranked #145.

Essex Savings Bank first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $896K in Q2 2019. 2,199 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Essex Savings Bank held 11,906 shares of Bank of America worth $678K as of Q2 2026.
  • Essex Savings Bank sold 97 Bank of America shares in Q2 2026, an estimated $5.16K.
  • Bank of America made up 0.15% of Essex Savings Bank's portfolio in Q2 2026, its #145 holding.
  • Essex Savings Bank first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's Bank of America position peaked at $896K in Q2 2019.
  • 2,199 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.