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Arbor Trust Wealth Advisors’s Bank of America BAC Stock Holding History

Arbor Trust Wealth Advisors’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 		$356K Hold
7,301
– – 0.16% 71
2025
Q4 		$402K Hold
7,301
– – 0.18% 67
2025
Q3 		$377K Buy
7,301
+526
+8% +$25.7K 0.17% 66
2025
Q2 		$321K Sell
6,775
-1,100
-14% -$46.3K 0.16% 72
2025
Q1 		$329K Sell
7,875
-1,300
-14% -$57.9K 0.15% 78
2024
Q4 		$403K Sell
9,175
-683
-7% -$30.1K 0.19% 69
2024
Q3 		$392K Hold
9,858
– – 0.21% 71
2024
Q2 		$392K Buy
9,858
+126
+1% +$4.83K 0.21% 71
2024
Q1 		$357K Buy
9,732
+500
+5% +$17.2K 0.2% 76
2023
Q4 		$311K Sell
9,232
-350
-4% -$10.2K 0.19% 76
2023
Q3 		$262K Sell
9,582
-160
-2% -$4.73K 0.17% 75
2023
Q2 		$280K Buy
9,742
+1,134
+13% +$32.4K 0.18% 77
2023
Q1 		$246K Hold
8,608
– – 0.16% 84
2022
Q4 		$285K Buy
8,608
+1,525
+22% +$52.5K 0.2% 79
2022
Q3 		$215K Sell
7,083
-625
-8% -$20.9K 0.16% 88
2022
Q2 		$240K Buy
7,708
+23
+0.3% +$828 0.17% 89
2022
Q1 		$317K Buy
7,685
+100
+1% +$4.51K 0.19% 81
2021
Q4 		$337K Hold
7,585
– – 0.19% 78
2021
Q3 		$322K Sell
7,585
-775
-9% -$31.2K 0.2% 78
2021
Q2 		$345K Buy
8,360
+1,300
+18% +$53.3K 0.22% 76
2021
Q1 		$272K Buy
+7,060
New +$244K 0.18% 80

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

Arbor Trust Wealth Advisors's BAC Position: Q1 2026 in Review

Arbor Trust Wealth Advisors held its Bank of America (BAC) position steady in Q1 2026 at 7,301 shares worth $356K. The position accounts for 0.16% of the portfolio, ranked #71.

Arbor Trust Wealth Advisors first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $403K in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Arbor Trust Wealth Advisors held 7,301 shares of Bank of America worth $356K as of Q1 2026.
  • Arbor Trust Wealth Advisors left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.16% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Arbor Trust Wealth Advisors first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Arbor Trust Wealth Advisors's Bank of America position peaked at $403K in Q4 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.