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 Q2	$609K	Buy	10,686 +206	+2%	+$11K	0.17%	68
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Van Strum & Towne's BAC Position: Q2 2026 in Review

Van Strum & Towne increased its Bank of America (BAC) stake by 2% in Q2 2026, buying an estimated $11K and bringing the position to 10,686 shares worth $609K. The position accounts for 0.17% of the portfolio, ranked #68.

Van Strum & Towne first reported a position in BAC in Q4 2016 and has held it in 29 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Van Strum & Towne held 10,686 shares of Bank of America worth $609K as of Q2 2026.
Van Strum & Towne bought 206 Bank of America shares in Q2 2026, an estimated $11K.
Bank of America made up 0.17% of Van Strum & Towne's portfolio in Q2 2026, its #68 holding.
Van Strum & Towne first reported a position in Bank of America in Q4 2016 and has held it in 29 quarters since.
3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.