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Lee, Danner & Bass’s Bank of America BAC Stock Holding History

Lee, Danner & Bass’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 		$9.57M Sell
168,008
-508
-0.3% -$27K 0.55% 43
2026
Q1 		$8.22M Sell
168,516
-2,670
-2% -$138K 0.52% 49
2025
Q4 		$9.42M Buy
171,186
+152
+0.1% +$8.04K 0.67% 34
2025
Q3 		$8.82M Sell
171,034
-4,675
-3% -$228K 0.64% 36
2025
Q2 		$8.31M Buy
175,709
+12,312
+8% +$518K 0.65% 34
2025
Q1 		$6.82M Sell
163,397
-1,507
-0.9% -$67.2K 0.55% 38
2024
Q4 		$7.25M Sell
164,904
-1,293
-0.8% -$56.9K 0.57% 39
2024
Q3 		$6.59M Sell
166,197
-625
-0.4% -$25K 0.46% 43
2024
Q2 		$6.63M Buy
+166,822
New +$6.39M 0.51% 40
2023
Q4 		$5.86M Sell
174,152
-7,998
-4% -$233K 0.5% 44
2023
Q3 		$4.99M Buy
182,150
+152
+0.1% +$4.5K 0.45% 51
2023
Q2 		$5.22M Sell
181,998
-1,527
-0.8% -$43.6K 0.45% 52
2023
Q1 		$5.25M Buy
183,525
+26,779
+17% +$884K 0.48% 48
2022
Q4 		$5.19M Buy
156,746
+710
+0.5% +$24.5K 0.49% 52
2022
Q3 		$4.71M Buy
156,036
+5,070
+3% +$169K 0.5% 55
2022
Q2 		$4.7M Buy
150,966
+23,720
+19% +$854K 0.47% 55
2022
Q1 		$5.25M Buy
127,246
+15,685
+14% +$708K 0.45% 56
2021
Q4 		$4.96M Buy
111,561
+800
+0.7% +$36.4K 0.42% 58
2021
Q3 		$4.7M Buy
110,761
+7,525
+7% +$303K 0.43% 58
2021
Q2 		$4.26M Sell
103,236
-4,035
-4% -$165K 0.39% 65
2021
Q1 		$4.15M Sell
107,271
-155
-0.1% -$5.35K 0.4% 65
2020
Q4 		$3.26M Buy
107,426
+2,799
+3% +$75K 0.35% 71
2020
Q3 		$2.52M Buy
104,627
+27,540
+36% +$686K 0.3% 75
2020
Q2 		$1.83M Sell
77,087
-2,252
-3% -$53.2K 0.23% 86
2020
Q1 		$1.68M Buy
79,339
+655
+0.8% +$19.6K 0.24% 82
2019
Q4 		$2.77M Sell
78,684
-1,685
-2% -$54.5K 0.29% 76
2019
Q3 		$2.34M Buy
80,369
+43,177
+116% +$1.24M 0.25% 82
2019
Q2 		$1.08M Buy
37,192
+1,004
+3% +$29K 0.11% 107
2019
Q1 		$998K Sell
36,188
-1,063
-3% -$30K 0.11% 107
2018
Q4 		$918K Buy
37,251
+4,339
+13% +$118K 0.11% 109
2018
Q3 		$970K Sell
32,912
-7,819
-19% -$238K 0.1% 118
2018
Q2 		$1.15M Buy
40,731
+9,012
+28% +$269K 0.12% 109
2018
Q1 		$951K Buy
31,719
+3,200
+11% +$101K 0.1% 118
2017
Q4 		$842K Buy
28,519
+966
+4% +$26.6K 0.09% 118
2017
Q3 		$698K Buy
27,553
+4,856
+21% +$118K 0.08% 122
2017
Q2 		$551K Sell
22,697
-712
-3% -$16.6K 0.06% 127
2017
Q1 		$552K Sell
23,409
-4,415
-16% -$105K 0.06% 124
2016
Q4 		$615K Sell
27,824
-816
-3% -$15.7K 0.07% 119
2016
Q3 		$448K Buy
28,640
+3,716
+15% +$55.3K 0.05% 129
2016
Q2 		$331K Buy
24,924
+13,341
+115% +$187K 0.04% 137
2016
Q1 		$175K Sell
11,583
-3,296
-22% -$44.5K 0.02% 158
2015
Q4 		$250K Sell
14,879
-1,212
-8% -$20.5K 0.03% 148
2015
Q3 		$251K Buy
16,091
+476
+3% +$8.01K 0.03% 152
2015
Q2 		$266K Hold
15,615
– – 0.03% 153
2015
Q1 		$240K Sell
15,615
-201
-1% -$3.23K 0.03% 150
2014
Q4 		$283K Buy
15,816
+300
+2% +$5.13K 0.03% 144
2014
Q3 		$265K Buy
15,516
+801
+5% +$12.8K 0.03% 142
2014
Q2 		$226K Sell
14,715
-136
-0.9% -$2.11K 0.03% 152
2014
Q1 		$255K Sell
14,851
-2,000
-12% -$33.6K 0.03% 138
2013
Q4 		$262K Buy
16,851
+4,850
+40% +$71.9K 0.04% 134
2013
Q3 		$166K Buy
12,001
+135
+1% +$1.93K 0.02% 143
2013
Q2 		$153K Buy
+11,866
New +$151K 0.02% 139

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lee, Danner & Bass's BAC Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Bank of America (BAC) stake by 0.3% in Q2 2026, selling an estimated $27K and leaving 168,008 shares worth $9.57M. The position accounts for 0.55% of the portfolio, ranked #43.

Lee, Danner & Bass first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. 1,438 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lee, Danner & Bass held 168,008 shares of Bank of America worth $9.57M as of Q2 2026.
  • Lee, Danner & Bass sold 508 Bank of America shares in Q2 2026, an estimated $27K.
  • Bank of America made up 0.55% of Lee, Danner & Bass's portfolio in Q2 2026, its #43 holding.
  • Lee, Danner & Bass first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.