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Alpine Bank Wealth Management’s Bank of America BAC Stock Holding History

Alpine Bank Wealth Management’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 		$504K Sell
10,338
-102
-1% -$5.26K 0.07% 110
2025
Q4 		$574K Buy
10,440
+86
+0.8% +$4.55K 0.08% 100
2025
Q3 		$534K Buy
10,354
+24
+0.2% +$1.17K 0.08% 107
2025
Q2 		$489K Sell
10,330
-365
-3% -$15.4K 0.07% 104
2025
Q1 		$446K Buy
+10,695
New +$477K 0.07% 101
2024
Q3 		$424K Buy
+10,695
New +$429K 0.07% 108

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpine Bank Wealth Management's BAC Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its Bank of America (BAC) stake by 0.98% in Q1 2026, selling an estimated $5.26K and leaving 10,338 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #110.

Alpine Bank Wealth Management first reported a position in BAC in Q3 2024 and has held it in 6 quarters since. The position peaked at $574K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Alpine Bank Wealth Management held 10,338 shares of Bank of America worth $504K as of Q1 2026.
  • Alpine Bank Wealth Management sold 102 Bank of America shares in Q1 2026, an estimated $5.26K.
  • Bank of America made up 0.07% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Alpine Bank Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 6 quarters since.
  • Alpine Bank Wealth Management's Bank of America position peaked at $574K in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.