Union Savings Bank’s Bank of America BAC Stock Holding History

Union Savings Bank’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	$560K	Hold	9,832	–	–	0.23%	75
2026 Q1	$479K	Sell	9,832 -493	-5%	-$25.4K	0.21%	82
2025 Q4	$568K	Buy	+10,325	New	+$546K	0.25%	69
2025 Q2	$533K	Sell	11,269 -367	-3%	-$15.4K	0.24%	71
2025 Q1	$485K	Hold	11,636	–	–	0.24%	77
2024 Q4	$511K	Sell	11,636 -199	-2%	-$8.76K	0.25%	74
2024 Q3	$470K	Sell	11,835 -691	-6%	-$27.7K	0.23%	81
2024 Q2	$498K	Sell	12,526 -1,852	-13%	-$71K	0.26%	76
2024 Q1	$545K	Sell	14,378 -12,073	-46%	-$414K	0.29%	74
2023 Q4	$890K	Sell	26,451 -1,273	-5%	-$37.1K	0.51%	50
2023 Q3	$759K	Buy	27,724 +531	+2%	+$15.7K	0.47%	56
2023 Q2	$870K	Buy	+27,193	New	+$776K	0.52%	50

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Union Savings Bank's BAC Position: Q2 2026 in Review

Union Savings Bank held its Bank of America (BAC) position steady in Q2 2026 at 9,832 shares worth $560K. The position accounts for 0.23% of the portfolio, ranked #75.

Union Savings Bank first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $890K in Q4 2023. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Union Savings Bank held 9,832 shares of Bank of America worth $560K as of Q2 2026.
Union Savings Bank left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.23% of Union Savings Bank's portfolio in Q2 2026, its #75 holding.
Union Savings Bank first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Bank of America position peaked at $890K in Q4 2023.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.