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 Q3	–	Sell	-3,571	Closed	-$203K	–	67
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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Slocum, Gordon & Co's BAC Position: Q3 2026 in Review

Slocum, Gordon & Co sold out of Bank of America (BAC) in Q3 2026, closing a stake of 3,571 shares — an estimated $203K sold.

Slocum, Gordon & Co first reported a position in BAC in Q4 2022 and held it in 11 quarters. The position peaked at $222K in Q2 2024. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Slocum, Gordon & Co reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
Slocum, Gordon & Co sold 3,571 Bank of America shares in Q3 2026, an estimated $203K.
Slocum, Gordon & Co first reported a position in Bank of America in Q4 2022 and held it in 11 quarters.
Slocum, Gordon & Co's Bank of America position peaked at $222K in Q2 2024.
1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.