Lederer & Associates Investment Counsel’s Bank of America BAC Stock Holding History

Lederer & Associates Investment Counsel’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	$684K	Hold	12,000	–	–	0.45%	64
2026 Q1	$585K	Hold	12,000	–	–	0.41%	65
2025 Q4	$660K	Hold	12,000	–	–	0.44%	66
2025 Q3	$619K	Sell	12,000 -8,000	-40%	-$390K	0.4%	69
2025 Q2	$946K	Hold	20,000	–	–	0.63%	55
2025 Q1	$835K	Hold	20,000	–	–	0.61%	55
2024 Q4	$879K	Buy	20,000 +217	+1%	+$9.55K	0.61%	58
2024 Q3	$785K	Hold	19,783	–	–	0.55%	62
2024 Q2	$787K	Hold	19,783	–	–	0.57%	62
2024 Q1	$750K	Hold	19,783	–	–	0.52%	63
2023 Q4	$666K	Hold	19,783	–	–	0.49%	64
2023 Q3	$542K	Hold	19,783	–	–	0.43%	68
2023 Q2	$568K	Hold	19,783	–	–	0.43%	68
2023 Q1	$566K	Hold	19,783	–	–	0.44%	72
2022 Q4	$655K	Hold	19,783	–	–	0.54%	64
2022 Q3	$597K	Hold	19,783	–	–	0.5%	67
2022 Q2	$616K	Hold	19,783	–	–	0.47%	69
2022 Q1	$815K	Hold	19,783	–	–	0.5%	65
2021 Q4	$880K	Sell	19,783 -600	-3%	-$27.3K	0.51%	65
2021 Q3	$865K	Hold	20,383	–	–	0.56%	57
2021 Q2	$840K	Hold	20,383	–	–	0.56%	56
2021 Q1	$789K	Hold	20,383	–	–	0.56%	56
2020 Q4	$618K	Hold	20,383	–	–	0.47%	57
2020 Q3	$491K	Hold	20,383	–	–	0.41%	60
2020 Q2	$484K	Hold	20,383	–	–	0.45%	59
2020 Q1	$433K	Hold	20,383	–	–	0.49%	59
2019 Q4	$718K	Hold	20,383	–	–	0.62%	53
2019 Q3	$595K	Hold	20,383	–	–	0.57%	55
2019 Q2	$591K	Buy	+20,383	New	+$588K	0.54%	54

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

Lederer & Associates Investment Counsel's BAC Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its Bank of America (BAC) position steady in Q2 2026 at 12,000 shares worth $684K. The position accounts for 0.45% of the portfolio, ranked #64.

Lederer & Associates Investment Counsel first reported a position in BAC in Q2 2019 and has held it in 29 quarters since. The position peaked at $946K in Q2 2025. 1,541 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lederer & Associates Investment Counsel held 12,000 shares of Bank of America worth $684K as of Q2 2026.
Lederer & Associates Investment Counsel left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.45% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #64 holding.
Lederer & Associates Investment Counsel first reported a position in Bank of America in Q2 2019 and has held it in 29 quarters since.
Lederer & Associates Investment Counsel's Bank of America position peaked at $946K in Q2 2025.
1,541 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.