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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

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return