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Arlington Trust’s Bank of America BAC Stock Holding History

Arlington Trust’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 		$468K Buy
8,213
+1,000
+14% +$53.2K 0.04% 66
2026
Q1 		$352K Buy
7,213
+1,482
+26% +$76.5K 0.03% 67
2025
Q4 		$315K Sell
5,731
-6,272
-52% -$332K 0.03% 66
2025
Q3 		$619K Hold
12,003
– – 0.11% 84
2025
Q2 		$568K Hold
12,003
– – 0.11% 88
2025
Q1 		$501K Buy
12,003
+1,213
+11% +$54.1K 0.11% 96
2024
Q4 		$474K Buy
10,790
+287
+3% +$12.6K 0.1% 100
2024
Q3 		$417K Buy
10,503
+110
+1% +$4.41K 0.09% 103
2024
Q2 		$413K Hold
10,393
– – 0.1% 95
2024
Q1 		$394K Sell
10,393
-157
-1% -$5.39K 0.1% 98
2023
Q4 		$355K Buy
+10,550
New +$307K 0.1% 97

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arlington Trust's BAC Position: Q2 2026 in Review

Arlington Trust increased its Bank of America (BAC) stake by 14% in Q2 2026, buying an estimated $53.2K and bringing the position to 8,213 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #66.

Arlington Trust first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $619K in Q3 2025. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Arlington Trust held 8,213 shares of Bank of America worth $468K as of Q2 2026.
  • Arlington Trust bought 1,000 Bank of America shares in Q2 2026, an estimated $53.2K.
  • Bank of America made up 0.04% of Arlington Trust's portfolio in Q2 2026, its #66 holding.
  • Arlington Trust first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Arlington Trust's Bank of America position peaked at $619K in Q3 2025.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.