Verus Financial Partners’s Bank of America BAC Stock Holding History

Verus Financial Partners’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	$627K	Buy	11,003 +8	+0.1%	+$425	0.05%	61
2026 Q1	$588K	Hold	10,995	–	–	0.05%	68
2025 Q4	$572K	Sell	10,995 -2,596	-19%	-$137K	0.05%	64
2025 Q3	$701K	Buy	13,591 +2,996	+28%	+$146K	0.07%	53
2025 Q2	$496K	Hold	10,595	–	–	0.05%	62
2025 Q1	$403K	Sell	10,595 -340	-3%	-$15.2K	0.05%	63
2024 Q4	$493K	Sell	10,935 -5	-0%	-$220	0.06%	52
2024 Q3	$429K	Sell	10,940 -250	-2%	-$10K	0.05%	59
2024 Q2	$445K	Sell	11,190 -614	-5%	-$23.5K	0.05%	55
2024 Q1	$448K	Sell	11,804 -208	-2%	-$7.14K	0.05%	58
2023 Q4	$402K	Buy	12,012 +76	+0.6%	+$2.21K	0.05%	66
2023 Q3	$319K	Buy	11,936 +400	+3%	+$11.8K	0.04%	73
2023 Q2	$371K	Buy	11,536 +1,000	+9%	+$28.5K	0.05%	65
2023 Q1	$284K	Buy	10,536 +13	+0.1%	+$429	0.04%	74
2022 Q4	$373K	Sell	10,523 -350	-3%	-$12.1K	0.05%	64
2022 Q3	$379K	Buy	10,873 +1,525	+16%	+$51K	0.06%	63
2022 Q2	$315K	Buy	9,348 +571	+7%	+$20.6K	0.05%	69
2022 Q1	$344K	Buy	8,777 +287	+3%	+$12.9K	0.05%	72
2021 Q4	$378K	Hold	8,490	–	–	0.05%	61
2021 Q3	$393K	Sell	8,490 -567	-6%	-$22.8K	0.06%	61
2021 Q2	$341K	Sell	9,057 -117	-1%	-$4.8K	0.05%	68
2021 Q1	$367K	Sell	9,174 -121	-1%	-$4.17K	0.06%	63
2020 Q4	$282K	Sell	9,295 -26,030	-74%	-$698K	0.05%	69
2020 Q3	$851K	Buy	35,325 +26,185	+286%	+$652K	0.31%	63
2020 Q2	$217K	Buy	+9,140	New	+$216K	0.05%	71
2020 Q1	–	Sell	-9,406	Closed	-$331K	–	67
2019 Q4	$331K	Sell	9,406 -136	-1%	-$4.39K	0.1%	53
2019 Q3	$278K	Sell	9,542 -176	-2%	-$5.06K	0.09%	52
2019 Q2	$282K	Sell	9,718 -326	-3%	-$9.4K	0.09%	45
2019 Q1	$277K	Sell	10,044 -180	-2%	-$5.09K	0.1%	42
2018 Q4	$301K	Hold	10,224	–	–	0.11%	39
2018 Q3	$301K	Sell	10,224 -1,876	-16%	-$57.1K	0.11%	39
2018 Q2	$341K	Sell	12,100 -285	-2%	-$8.5K	0.13%	31
2018 Q1	$371K	Buy	12,385 +1,673	+16%	+$52.5K	0.14%	32
2017 Q4	$316K	Sell	10,712 -772	-7%	-$21.3K	0.12%	37
2017 Q3	$291K	Buy	11,484 +1,489	+15%	+$36.1K	0.11%	38
2017 Q2	$242K	Sell	9,995 -1,057	-10%	-$24.6K	0.1%	42
2017 Q1	$261K	Sell	11,052 -577	-5%	-$13.7K	0.11%	43
2016 Q4	$257K	Buy	11,629 +5	+0%	+$96	0.11%	41
2016 Q3	$182K	Sell	11,624 -940	-7%	-$14K	0.08%	45
2016 Q2	$167K	Sell	12,564 -472	-4%	-$6.63K	0.08%	45
2016 Q1	$176K	Buy	13,036 +17	+0.1%	+$229	0.08%	45
2015 Q4	$219K	Buy	13,019 +13	+0.1%	+$220	0.1%	44
2015 Q3	$203K	Buy	13,006 +14	+0.1%	+$236	0.11%	37
2015 Q2	$221K	Buy	12,992 +13	+0.1%	+$214	0.11%	37
2015 Q1	$200K	Sell	12,979 -282	-2%	-$4.53K	0.1%	43
2014 Q4	$237K	Buy	13,261 +12	+0.1%	+$205	0.13%	39
2014 Q3	$226K	Buy	13,249 +14	+0.1%	+$223	0.13%	40
2014 Q2	$203K	Buy	13,235 +2	+0%	+$31	0.11%	43
2014 Q1	$228K	Buy	13,233 +3	+0%	+$50	0.13%	38
2013 Q4	$206K	Buy	13,230 +402	+3%	+$5.96K	0.11%	41
2013 Q3	$177K	Buy	12,828 +422	+3%	+$6.02K	0.1%	38
2013 Q2	$160K	Buy	+12,406	New	+$158K	0.09%	42

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

Verus Financial Partners's BAC Position: Q2 2026 in Review

Verus Financial Partners increased its Bank of America (BAC) stake by 0.07% in Q2 2026, buying an estimated $425 and bringing the position to 11,003 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #61.

Verus Financial Partners first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $851K in Q3 2020. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Verus Financial Partners held 11,003 shares of Bank of America worth $627K as of Q2 2026.
Verus Financial Partners bought 8 Bank of America shares in Q2 2026, an estimated $425.
Bank of America made up 0.05% of Verus Financial Partners's portfolio in Q2 2026, its #61 holding.
Verus Financial Partners first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
Verus Financial Partners's Bank of America position peaked at $851K in Q3 2020.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.