Grimes & Company’s Bank of America BAC Stock Holding History

Grimes & 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	$16.2M	Buy	283,606 +4,568	+2%	+$243K	0.35%	58
2026 Q1	$13.6M	Buy	279,038 +803	+0.3%	+$41.4K	0.38%	57
2025 Q4	$15.3M	Sell	278,235 -1,928	-0.7%	-$102K	0.37%	54
2025 Q3	$14.5M	Sell	280,163 -5,120	-2%	-$250K	0.36%	55
2025 Q2	$13.5M	Buy	285,283 +11,898	+4%	+$501K	0.37%	56
2025 Q1	$11.4M	Sell	273,385 -5,520	-2%	-$246K	0.35%	66
2024 Q4	$12.3M	Buy	278,905 +452	+0.2%	+$19.9K	0.35%	66
2024 Q3	$11M	Sell	278,453 -2,363	-0.8%	-$94.7K	0.3%	74
2024 Q2	$11.2M	Sell	280,816 -36,252	-11%	-$1.39M	0.33%	68
2024 Q1	$12M	Buy	317,068 +6,904	+2%	+$237K	0.37%	64
2023 Q4	$10.4M	Buy	310,164 +11,774	+4%	+$343K	0.35%	66
2023 Q3	$8.17M	Buy	298,390 +5,746	+2%	+$170K	0.32%	73
2023 Q2	$8.4M	Buy	292,644 +13,455	+5%	+$384K	0.3%	71
2023 Q1	$7.98M	Buy	279,189 +25,941	+10%	+$856K	0.33%	69
2022 Q4	$8.39M	Buy	253,248 +21,219	+9%	+$731K	0.35%	57
2022 Q3	$7.01M	Buy	232,029 +8,827	+4%	+$295K	0.37%	61
2022 Q2	$6.95M	Buy	223,202 +4,533	+2%	+$163K	0.35%	67
2022 Q1	$9.01M	Buy	218,669 +21,109	+11%	+$952K	0.47%	64
2021 Q4	$8.79M	Sell	197,560 -491	-0.2%	-$22.4K	0.4%	64
2021 Q3	$8.41M	Buy	198,051 +5,784	+3%	+$233K	0.37%	68
2021 Q2	$7.93M	Buy	192,267 +2,340	+1%	+$95.9K	0.34%	68
2021 Q1	$7.35M	Buy	189,927 +13,700	+8%	+$473K	0.35%	71
2020 Q4	$5.34M	Buy	176,227 +7,768	+5%	+$208K	0.28%	77
2020 Q3	$4.06M	Buy	168,459 +11,130	+7%	+$277K	0.26%	80
2020 Q2	$3.74M	Buy	157,329 +3,543	+2%	+$83.7K	0.26%	76
2020 Q1	$3.27M	Buy	153,786 +56,395	+58%	+$1.69M	0.3%	68
2019 Q4	$3.43M	Buy	97,391 +2,715	+3%	+$87.7K	0.22%	86
2019 Q3	$2.76M	Sell	94,676 -781	-0.8%	-$22.5K	0.2%	89
2019 Q2	$2.77M	Buy	95,457 +380	+0.4%	+$11K	0.21%	88
2019 Q1	$2.62M	Sell	95,077 -45	-0%	-$1.27K	0.21%	90
2018 Q4	$2.34M	Sell	95,122 -1,844	-2%	-$50K	0.23%	80
2018 Q3	$2.86M	Sell	96,966 -1,213	-1%	-$36.9K	0.23%	81
2018 Q2	$2.77M	Sell	98,179 -11,020	-10%	-$329K	0.24%	84
2018 Q1	$3.27M	Buy	109,199 +57,057	+109%	+$1.79M	0.32%	76
2017 Q4	$1.54M	Buy	52,142 +1,740	+3%	+$48K	0.15%	98
2017 Q3	$1.28M	Sell	50,402 -444	-0.9%	-$10.8K	0.14%	98
2017 Q2	$1.23M	Buy	50,846 +1,019	+2%	+$23.8K	0.14%	103
2017 Q1	$1.18M	Sell	49,827 -1,700	-3%	-$40.3K	0.13%	102
2016 Q4	$1.14M	Sell	51,527 -1,324	-3%	-$25.5K	0.13%	105
2016 Q3	$827K	Sell	52,851 -240	-0.5%	-$3.57K	0.11%	111
2016 Q2	$705K	Buy	53,091 +1,289	+2%	+$18.1K	0.09%	114
2016 Q1	$701K	Buy	51,802 +633	+1%	+$8.54K	0.09%	108
2015 Q4	$861K	Sell	51,169 -692	-1%	-$11.7K	0.12%	103
2015 Q3	$808K	Sell	51,861 -5,979	-10%	-$101K	0.1%	99
2015 Q2	$984K	Sell	57,840 -5,835	-9%	-$96.2K	0.14%	93
2015 Q1	$980K	Buy	63,675 +4,553	+8%	+$73.1K	0.24%	78
2014 Q4	$1.06M	Buy	59,122 +4,192	+8%	+$71.7K	0.27%	84
2014 Q3	$937K	Buy	54,930 +3,386	+7%	+$53.9K	0.25%	82
2014 Q2	$792K	Buy	51,544 +5,019	+11%	+$78K	0.21%	88
2014 Q1	$800K	Sell	46,525 -1,648	-3%	-$27.7K	0.22%	81
2013 Q4	$750K	Buy	48,173 +1,269	+3%	+$18.8K	0.22%	80
2013 Q3	$647K	Sell	46,904 -2,087	-4%	-$29.8K	0.22%	79
2013 Q2	$630K	Buy	+48,991	New	+$625K	0.23%	81

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Grimes & Company's BAC Position: Q2 2026 in Review

Grimes & Company increased its Bank of America (BAC) stake by 1.6% in Q2 2026, buying an estimated $243K and bringing the position to 283,606 shares worth $16.2M. The position accounts for 0.35% of the portfolio, ranked #58.

Grimes & Company first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Grimes & Company held 283,606 shares of Bank of America worth $16.2M as of Q2 2026.
Grimes & Company bought 4,568 Bank of America shares in Q2 2026, an estimated $243K.
Bank of America made up 0.35% of Grimes & Company's portfolio in Q2 2026, its #58 holding.
Grimes & Company first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.