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Samalin Investment Counsel’s Bank of America BAC Stock Holding History

Samalin 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 		$4.12M Buy
72,309
+92
+0.1% +$4.89K 1.29% 13
2026
Q1 		$3.52M Sell
72,217
-170
-0.2% -$8.77K 1.25% 13
2025
Q4 		$3.98M Buy
72,387
+754
+1% +$39.9K 1.41% 11
2025
Q3 		$3.7M Buy
71,633
+43,750
+157% +$2.13M 1.27% 12
2025
Q2 		$1.32M Buy
27,883
+766
+3% +$32.2K 0.51% 45
2025
Q1 		$1.13M Sell
27,117
-152
-0.6% -$6.77K 0.46% 53
2024
Q4 		$1.2M Buy
27,269
+16
+0.1% +$704 0.51% 43
2024
Q3 		$1.08M Sell
27,253
-382
-1% -$15.3K 0.47% 50
2024
Q2 		$1.1M Buy
27,635
+110
+0.4% +$4.22K 0.51% 48
2024
Q1 		$1.04M Sell
27,525
-307
-1% -$10.5K 0.5% 49
2023
Q4 		$937K Sell
27,832
-1,407
-5% -$41K 0.47% 51
2023
Q3 		$801K Buy
29,239
+811
+3% +$24K 0.46% 61
2023
Q2 		$816K Sell
28,428
-5,836
-17% -$167K 0.44% 61
2023
Q1 		$980K Buy
34,264
+5,463
+19% +$180K 0.59% 46
2022
Q4 		$954K Sell
28,801
-1,816
-6% -$62.6K 0.6% 43
2022
Q3 		$925K Sell
30,617
-475
-2% -$15.9K 0.68% 40
2022
Q2 		$968K Sell
31,092
-2,077
-6% -$74.8K 0.68% 38
2022
Q1 		$1.37M Sell
33,169
-231
-0.7% -$10.4K 0.83% 31
2021
Q4 		$1.49M Sell
33,400
-1,308
-4% -$59.6K 0.89% 22
2021
Q3 		$1.47M Sell
34,708
-494
-1% -$19.9K 0.96% 20
2021
Q2 		$1.45M Sell
35,202
-1,857
-5% -$76.1K 0.94% 20
2021
Q1 		$1.43M Buy
37,059
+857
+2% +$29.6K 0.96% 20
2020
Q4 		$1.1M Sell
36,202
-8,559
-19% -$229K 0.82% 25
2020
Q3 		$1.08M Buy
44,761
+3,860
+9% +$96.1K 0.96% 22
2020
Q2 		$971K Sell
40,901
-8,960
-18% -$212K 1.02% 22
2020
Q1 		$1.06M Buy
49,861
+8,731
+21% +$262K 1.42% 14
2019
Q4 		$1.45M Buy
+41,130
New +$1.33M 1.22% 13

Other funds holding BAC

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
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

Samalin Investment Counsel's BAC Position: Q2 2026 in Review

Samalin Investment Counsel increased its Bank of America (BAC) stake by 0.13% in Q2 2026, buying an estimated $4.89K and bringing the position to 72,309 shares worth $4.12M. The position accounts for 1.29% of the portfolio, ranked #13.

Samalin Investment Counsel first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 1,472 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Samalin Investment Counsel held 72,309 shares of Bank of America worth $4.12M as of Q2 2026.
  • Samalin Investment Counsel bought 92 Bank of America shares in Q2 2026, an estimated $4.89K.
  • Bank of America made up 1.29% of Samalin Investment Counsel's portfolio in Q2 2026, its #13 holding.
  • Samalin Investment Counsel first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.