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Steigerwald Gordon & Koch’s Bank of America BAC Stock Holding History

Steigerwald Gordon & Koch’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 		$396K Sell
6,955
-561
-7% -$29.8K 0.04% 103
2026
Q1 		$366K Buy
7,516
+298
+4% +$15.4K 0.04% 101
2025
Q4 		$397K Buy
7,218
+605
+9% +$32K 0.04% 97
2025
Q3 		$341K Buy
6,613
+2
+0% +$98 0.03% 103
2025
Q2 		$313K Buy
6,611
+1
+0% +$42 0.03% 102
2025
Q1 		$276K Buy
6,610
+2
+0% +$89 0.03% 105
2024
Q4 		$290K Buy
6,608
+408
+7% +$18K 0.03% 102
2024
Q3 		$246K Buy
6,200
+2
+0% +$80 0.03% 115
2024
Q2 		$247K Buy
6,198
+2
+0% +$77 0.03% 107
2024
Q1 		$235K Sell
6,196
-398
-6% -$13.7K 0.03% 115
2023
Q4 		$222K Buy
+6,594
New +$192K 0.03% 110
2022
Q1 		– Sell
-4,694
Closed -$209K – 116
2021
Q4 		$209K Buy
+4,694
New +$214K 0.03% 121

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steigerwald Gordon & Koch's BAC Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Bank of America (BAC) stake by 7.5% in Q2 2026, selling an estimated $29.8K and leaving 6,955 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #103.

Steigerwald Gordon & Koch first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. The position peaked at $397K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Steigerwald Gordon & Koch held 6,955 shares of Bank of America worth $396K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 561 Bank of America shares in Q2 2026, an estimated $29.8K.
  • Bank of America made up 0.04% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #103 holding.
  • Steigerwald Gordon & Koch first reported a position in Bank of America in Q4 2021 and has held it in 12 quarters since.
  • Steigerwald Gordon & Koch's Bank of America position peaked at $397K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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