Independent Investors Inc’s Bank of America BAC Stock Holding History

Independent Investors Inc’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	$1.4M	Hold	24,580	–	–	0.27%	40
2026 Q1	$1.2M	Sell	24,580 -300	-1%	-$15.5K	0.24%	42
2025 Q4	$1.37M	Hold	24,880	–	–	0.25%	40
2025 Q3	$1.28M	Hold	24,880	–	–	0.25%	40
2025 Q2	$1.18M	Hold	24,880	–	–	0.26%	40
2025 Q1	$1.04M	Hold	24,880	–	–	0.22%	44
2024 Q4	$1.09M	Hold	24,880	–	–	0.22%	41
2024 Q3	$987K	Hold	24,880	–	–	0.2%	45
2024 Q2	$989K	Hold	24,880	–	–	0.22%	41
2024 Q1	$943K	Sell	24,880 -250	-1%	-$8.58K	0.23%	43
2023 Q4	$846K	Hold	25,130	–	–	0.19%	42
2023 Q3	$688K	Hold	25,130	–	–	0.17%	48
2023 Q2	$721K	Hold	25,130	–	–	0.17%	45
2023 Q1	$719K	Buy	25,130 +490	+2%	+$16.2K	0.18%	49
2022 Q4	$816K	Hold	24,640	–	–	0.23%	46
2022 Q3	$744K	Hold	24,640	–	–	0.21%	47
2022 Q2	$767K	Hold	24,640	–	–	0.21%	49
2022 Q1	$1.02M	Hold	24,640	–	–	0.23%	48
2021 Q4	$1.1M	Sell	24,640 -1,500	-6%	-$68.3K	0.23%	48
2021 Q3	$1.11M	Buy	26,140 +1,000	+4%	+$40.3K	0.28%	48
2021 Q2	$1.04M	Hold	25,140	–	–	0.26%	49
2021 Q1	$973K	Hold	25,140	–	–	0.26%	49
2020 Q4	$762K	Buy	25,140 +1,500	+6%	+$40.2K	0.2%	51
2020 Q3	$569K	Buy	23,640 +1,500	+7%	+$37.3K	0.17%	54
2020 Q2	$525K	Hold	22,140	–	–	0.18%	55
2020 Q1	$470K	Hold	22,140	–	–	0.2%	59
2019 Q4	$779K	Buy	22,140 +50	+0.2%	+$1.62K	0.26%	58
2019 Q3	$644K	Hold	22,090	–	–	0.24%	58
2019 Q2	$640K	Hold	22,090	–	–	0.25%	60
2019 Q1	$609K	Buy	22,090 +300	+1%	+$8.48K	0.24%	61
2018 Q4	$536K	Hold	21,790	–	–	0.23%	61
2018 Q3	$641K	Buy	21,790 +3,203	+17%	+$97.6K	0.23%	64
2018 Q2	$523K	Hold	18,587	–	–	0.21%	68
2018 Q1	$557K	Buy	18,587 +1,000	+6%	+$31.4K	0.22%	68
2017 Q4	$519K	Hold	17,587	–	–	0.2%	69
2017 Q3	$445K	Hold	17,587	–	–	0.19%	70
2017 Q2	$426K	Buy	17,587 +100	+0.6%	+$2.33K	0.18%	69
2017 Q1	$412K	Hold	17,487	–	–	0.18%	72
2016 Q4	$386K	Hold	17,487	–	–	0.18%	72
2016 Q3	$273K	Hold	17,487	–	–	0.13%	78
2016 Q2	$232K	Hold	17,487	–	–	0.11%	76
2016 Q1	$236K	Hold	17,487	–	–	0.11%	76
2015 Q4	$294K	Sell	17,487 -1,718	-9%	-$29.1K	0.14%	73
2015 Q3	$299K	Hold	19,205	–	–	0.15%	77
2015 Q2	$326K	Hold	19,205	–	–	0.15%	76
2015 Q1	$295K	Hold	19,205	–	–	0.13%	75
2014 Q4	$343K	Hold	19,205	–	–	0.15%	78
2014 Q3	$327K	Sell	19,205 -4,500	-19%	-$71.6K	0.15%	82
2014 Q2	$364K	Sell	23,705 -16,900	-42%	-$262K	0.16%	81
2014 Q1	$698K	Hold	40,605	–	–	0.34%	60
2013 Q4	$632K	Sell	40,605 -500	-1%	-$7.42K	0.3%	64
2013 Q3	$567K	Sell	41,105 -6,424	-14%	-$91.7K	0.3%	66
2013 Q2	$611K	Buy	+47,529	New	+$606K	0.34%	65

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Independent Investors Inc's BAC Position: Q2 2026 in Review

Independent Investors Inc held its Bank of America (BAC) position steady in Q2 2026 at 24,580 shares worth $1.4M. The position accounts for 0.27% of the portfolio, ranked #40.

Independent Investors Inc first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 1,241 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Independent Investors Inc held 24,580 shares of Bank of America worth $1.4M as of Q2 2026.
Independent Investors Inc left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.27% of Independent Investors Inc's portfolio in Q2 2026, its #40 holding.
Independent Investors Inc first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
1,241 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.