Van Strum & Towne’s Bank of America BAC Stock Holding History

Van Strum & Towne’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 Q1	$511K	Buy	10,480 +1	+0%	+$52	0.15%	72
2025 Q4	$576K	Hold	10,479	–	–	0.16%	74
2025 Q3	$541K	Hold	10,479	–	–	0.16%	74
2025 Q2	$496K	Sell	10,479 -95	-0.9%	-$4K	0.16%	71
2025 Q1	$441K	Hold	10,574	–	–	0.15%	77
2024 Q4	$465K	Buy	10,574 +750	+8%	+$33K	0.16%	69
2024 Q3	$390K	Hold	9,824	–	–	0.13%	76
2024 Q2	$391K	Hold	9,824	–	–	0.14%	74
2024 Q1	$373K	Hold	9,824	–	–	0.14%	77
2023 Q4	$331K	Hold	9,824	–	–	0.13%	79
2023 Q3	$269K	Hold	9,824	–	–	0.11%	82
2023 Q2	$282K	Hold	9,824	–	–	0.12%	82
2023 Q1	$281K	Hold	9,824	–	–	0.12%	81
2022 Q4	$325K	Hold	9,824	–	–	0.14%	70
2022 Q3	$296K	Sell	9,824 -60	-0.6%	-$2.01K	0.14%	71
2022 Q2	$308K	Hold	9,884	–	–	0.13%	71
2022 Q1	$407K	Hold	9,884	–	–	0.15%	69
2021 Q4	$440K	Buy	9,884 +60	+0.6%	+$2.73K	0.16%	71
2021 Q3	$417K	Hold	9,824	–	–	0.16%	72
2021 Q2	$405K	Hold	9,824	–	–	0.19%	66
2021 Q1	$380K	Hold	9,824	–	–	0.19%	64
2020 Q4	$298K	Buy	+9,824	New	+$263K	0.17%	73
2020 Q1	–	Sell	-5,800	Closed	-$204K	–	72
2019 Q4	$204K	Buy	+5,800	New	+$187K	0.13%	75
2018 Q1	–	Sell	-8,800	Closed	-$260K	–	69
2017 Q4	$260K	Hold	8,800	–	–	0.17%	64
2017 Q3	$223K	Hold	8,800	–	–	0.15%	72
2017 Q2	$213K	Sell	8,800 -1,000	-10%	-$23.3K	0.14%	74
2017 Q1	$231K	Hold	9,800	–	–	0.15%	63
2016 Q4	$217K	Buy	+9,800	New	+$189K	0.14%	73

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Van Strum & Towne's BAC Position: Q1 2026 in Review

Van Strum & Towne increased its Bank of America (BAC) stake by 0.01% in Q1 2026, buying an estimated $52 and bringing the position to 10,480 shares worth $511K. The position accounts for 0.15% of the portfolio, ranked #72.

Van Strum & Towne first reported a position in BAC in Q4 2016 and has held it in 28 quarters since. The position peaked at $576K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Van Strum & Towne held 10,480 shares of Bank of America worth $511K as of Q1 2026.
Van Strum & Towne bought 1 Bank of America share in Q1 2026, an estimated $52.
Bank of America made up 0.15% of Van Strum & Towne's portfolio in Q1 2026, its #72 holding.
Van Strum & Towne first reported a position in Bank of America in Q4 2016 and has held it in 28 quarters since.
Van Strum & Towne's Bank of America position peaked at $576K in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.