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Syverson Strege & Co’s Bank of America BAC Stock Holding History

Syverson Strege & 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 		$733K Sell
12,864
-115
-0.9% -$6.12K 0.16% 65
2026
Q1 		$633K Sell
12,979
-374
-3% -$19.3K 0.15% 60
2025
Q4 		$734K Sell
13,353
-624
-4% -$33K 0.17% 56
2025
Q3 		$721K Sell
13,977
-1,738
-11% -$84.8K 0.17% 58
2025
Q2 		$744K Buy
+15,715
New +$661K 0.18% 59
2023
Q2 		– Sell
-336
Closed -$9.61K – 109
2023
Q1 		$9.61K Buy
336
+149
+80% +$4.92K ﹤0.01% 257
2022
Q4 		$6.19K Hold
187
– – ﹤0.01% 212
2022
Q3 		$6K Hold
187
– – ﹤0.01% 201
2022
Q2 		$6K Sell
187
-250
-57% -$9K ﹤0.01% 247
2022
Q1 		$18K Buy
437
+250
+134% +$11.3K 0.02% 169
2021
Q4 		$8K Sell
187
-371
-66% -$16.9K 0.01% 210
2021
Q3 		$24K Buy
558
+371
+198% +$14.9K 0.02% 175
2021
Q2 		$8K Hold
187
– – 0.01% 208
2021
Q1 		$7K Hold
187
– – 0.01% 208
2020
Q4 		$6K Buy
+187
New +$5.01K 0.01% 194

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

Syverson Strege & Co's BAC Position: Q2 2026 in Review

Syverson Strege & Co reduced its Bank of America (BAC) stake by 0.89% in Q2 2026, selling an estimated $6.12K and leaving 12,864 shares worth $733K. The position accounts for 0.16% of the portfolio, ranked #65.

Syverson Strege & Co first reported a position in BAC in Q4 2020 and has held it in 15 quarters since. The position peaked at $744K in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Syverson Strege & Co held 12,864 shares of Bank of America worth $733K as of Q2 2026.
  • Syverson Strege & Co sold 115 Bank of America shares in Q2 2026, an estimated $6.12K.
  • Bank of America made up 0.16% of Syverson Strege & Co's portfolio in Q2 2026, its #65 holding.
  • Syverson Strege & Co first reported a position in Bank of America in Q4 2020 and has held it in 15 quarters since.
  • Syverson Strege & Co's Bank of America position peaked at $744K in Q2 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.