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Mount Vernon Associates’s Bank of America BAC Stock Holding History

Mount Vernon Associates’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 		$4.35M Sell
76,419
-6,700
-8% -$356K 2.84% 11
2026
Q1 		$4.05M Buy
83,119
+450
+0.5% +$23.2K 2.86% 10
2025
Q4 		$4.55M Buy
82,669
+250
+0.3% +$13.2K 3.06% 9
2025
Q3 		$4.25M Sell
82,419
-1,750
-2% -$85.4K 2.97% 10
2025
Q2 		$3.98M Sell
84,169
-50
-0.1% -$2.1K 2.88% 10
2025
Q1 		$3.51M Sell
84,219
-100
-0.1% -$4.46K 2.87% 11
2024
Q4 		$3.71M Buy
84,319
+100
+0.1% +$4.4K 2.89% 9
2024
Q3 		$3.34M Buy
84,219
+2,900
+4% +$116K 2.65% 11
2024
Q2 		$3.23M Sell
81,319
-2,800
-3% -$107K 2.87% 10
2024
Q1 		$3.19M Buy
84,119
+22
+0% +$755 2.71% 11
2023
Q4 		$2.83M Sell
84,097
-650
-0.8% -$18.9K 2.78% 10
2023
Q3 		$2.32M Buy
84,747
+628
+0.7% +$18.6K 2.56% 10
2023
Q2 		$2.41M Buy
84,119
+200
+0.2% +$5.71K 2.56% 11
2023
Q1 		$2.4M Sell
83,919
-1,500
-2% -$49.5K 2.84% 11
2022
Q4 		$2.83M Hold
85,419
– – 3.63% 8
2022
Q3 		$2.58M Buy
85,419
+650
+0.8% +$21.7K 3.36% 8
2022
Q2 		$2.64M Buy
84,769
+100
+0.1% +$3.6K 3.22% 8
2022
Q1 		$3.49M Buy
84,669
+25
+0% +$1.13K 3.39% 7
2021
Q4 		$3.77M Sell
84,644
-600
-0.7% -$27.3K 3.26% 10
2021
Q3 		$3.62M Buy
85,244
+1,250
+1% +$50.4K 3.32% 9
2021
Q2 		$3.46M Buy
83,994
+40
+0% +$1.64K 3.17% 9
2021
Q1 		$3.25M Hold
83,954
– – 3.19% 9
2020
Q4 		$2.54M Buy
83,954
+250
+0.3% +$6.7K 2.68% 12
2020
Q3 		$2.02M Buy
83,704
+200
+0.2% +$4.98K 2.41% 14
2020
Q2 		$1.98M Sell
83,504
-2,000
-2% -$47.3K 2.56% 14
2020
Q1 		$1.81M Buy
85,504
+2,483
+3% +$74.4K 3.04% 10
2019
Q4 		$2.92M Hold
83,021
– – 3.98% 7
2019
Q3 		$2.42M Sell
83,021
-1,200
-1% -$34.5K 3.62% 8
2019
Q2 		$2.44M Sell
84,221
-650
-0.8% -$18.7K 3.63% 9
2019
Q1 		$2.34M Sell
84,871
-1,533
-2% -$43.3K 3.57% 10
2018
Q4 		$2.13M Buy
86,404
+500
+0.6% +$13.6K 3.74% 9
2018
Q3 		$2.53M Sell
85,904
-1,000
-1% -$30.5K 3.73% 8
2018
Q2 		$2.45M Buy
86,904
+150
+0.2% +$4.47K 3.82% 7
2018
Q1 		$2.6M Buy
86,754
+350
+0.4% +$11K 4.02% 6
2017
Q4 		$2.55M Sell
86,404
-1,900
-2% -$52.4K 3.84% 5
2017
Q3 		$2.24M Buy
88,304
+800
+0.9% +$19.4K 3.7% 5
2017
Q2 		$2.12M Buy
87,504
+650
+0.7% +$15.2K 3.81% 5
2017
Q1 		$2.05M Buy
86,854
+6,750
+8% +$160K 3.77% 5
2016
Q4 		$1.77M Buy
80,104
+1,000
+1% +$19.3K 3.48% 5
2016
Q3 		$1.24M Buy
79,104
+1,000
+1% +$14.9K 2.56% 14
2016
Q2 		$1.04M Buy
78,104
+4,359
+6% +$61.2K 2.21% 20
2016
Q1 		$997K Buy
73,745
+5,800
+9% +$78.3K 2.21% 18
2015
Q4 		$1.14M Hold
67,945
– – 2.5% 14
2015
Q3 		$1.06M Hold
67,945
– – 2.46% 15
2015
Q2 		$1.16M Buy
67,945
+45
+0.1% +$742 2.5% 14
2015
Q1 		$1.04M Buy
67,900
+6,400
+10% +$103K 2.26% 19
2014
Q4 		$1.1M Buy
61,500
+2,702
+5% +$46.2K 2.52% 13
2014
Q3 		$1M Buy
58,798
+2,600
+5% +$41.4K 2.5% 17
2014
Q2 		$864K Hold
56,198
– – 2.2% 21
2014
Q1 		$967K Sell
56,198
-200
-0.4% -$3.36K 2.53% 13
2013
Q4 		$878K Buy
56,398
+3,300
+6% +$49K 2.3% 19
2013
Q3 		$733K Sell
53,098
-107,500
-67% -$1.53M 2.23% 20
2013
Q2 		$2.06M Buy
+160,598
New +$2.05M 2.23% 25

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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

Mount Vernon Associates's BAC Position: Q2 2026 in Review

Mount Vernon Associates reduced its Bank of America (BAC) stake by 8.1% in Q2 2026, selling an estimated $356K and leaving 76,419 shares worth $4.35M. The position accounts for 2.84% of the portfolio, ranked #11.

Mount Vernon Associates first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.55M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mount Vernon Associates held 76,419 shares of Bank of America worth $4.35M as of Q2 2026.
  • Mount Vernon Associates sold 6,700 Bank of America shares in Q2 2026, an estimated $356K.
  • Bank of America made up 2.84% of Mount Vernon Associates's portfolio in Q2 2026, its #11 holding.
  • Mount Vernon Associates first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Mount Vernon Associates's Bank of America position peaked at $4.55M in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.