Slocum, Gordon & Co’s Bank of America BAC Stock Holding History

Slocum, Gordon & Co’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	$203K	Buy	+3,571	New	+$190K	0.14%	69
2025 Q3	–	Sell	-3,571	Closed	-$169K	–	62
2025 Q2	$169K	Hold	3,571	–	–	0.14%	61
2025 Q1	$149K	Buy	+3,571	New	+$159K	0.11%	61
2024 Q4	–	Sell	-3,571	Closed	-$142K	–	138
2024 Q3	$142K	Sell	3,571 -2,000	-36%	-$80.2K	0.06%	65
2024 Q2	$222K	Hold	5,571	–	–	0.16%	49
2024 Q1	$211K	Hold	5,571	–	–	0.16%	53
2023 Q4	$188K	Hold	5,571	–	–	0.16%	53
2023 Q3	$153K	Hold	5,571	–	–	0.13%	58
2023 Q2	$160K	Sell	5,571 -90	-2%	-$2.57K	0.12%	55
2023 Q1	$162K	Hold	5,661	–	–	0.13%	55
2022 Q4	$187K	Buy	+5,661	New	+$195K	0.12%	49

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

Slocum, Gordon & Co's BAC Position: Q2 2026 in Review

Slocum, Gordon & Co opened a new position in Bank of America (BAC) in Q2 2026: 3,571 shares worth $203K. The stake represents 0.14% of the portfolio and ranks #69 among its holdings. This is a return to the name: Slocum, Gordon & Co previously reported a position in BAC as recently as Q2 2025.

Slocum, Gordon & Co first reported a position in BAC in Q4 2022 and has held it in 11 quarters since. The position peaked at $222K in Q2 2024. 1,631 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Slocum, Gordon & Co held 3,571 shares of Bank of America worth $203K as of Q2 2026.
Bank of America was a new Slocum, Gordon & Co position in Q2 2026.
Bank of America made up 0.14% of Slocum, Gordon & Co's portfolio in Q2 2026, its #69 holding.
Slocum, Gordon & Co first reported a position in Bank of America in Q4 2022 and has held it in 11 quarters since.
Slocum, Gordon & Co's Bank of America position peaked at $222K in Q2 2024.
1,631 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.