Armbruster Capital Management’s Bank of America BAC Stock Holding History

Armbruster Capital 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	–	Sell	-3,700	Closed	-$204K	–	133
2025 Q4	$204K	Buy	+3,700	New	+$196K	0.03%	132
2018 Q2	–	Sell	-3,100	Closed	-$93K	–	84
2018 Q1	$93K	Hold	3,100	–	–	0.04%	98
2017 Q4	$92K	Hold	3,100	–	–	0.04%	100
2017 Q3	$79K	Hold	3,100	–	–	0.04%	104
2017 Q2	$75K	Sell	3,100 -1,223	-28%	-$28.5K	0.04%	108
2017 Q1	$102K	Buy	4,323 +423	+11%	+$10K	0.06%	99
2016 Q4	$86K	Hold	3,900	–	–	0.05%	104
2016 Q3	$61K	Hold	3,900	–	–	0.04%	114
2016 Q2	$52K	Sell	3,900 -33	-0.8%	-$464	0.03%	121
2016 Q1	$53K	Sell	3,933 -322	-8%	-$4.35K	0.04%	118
2015 Q4	$72K	Buy	+4,255	New	+$72K	0.06%	108

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Armbruster Capital Management's BAC Position: Q1 2026 in Review

Armbruster Capital Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,700 shares — an estimated $204K sold.

Armbruster Capital Management first reported a position in BAC in Q4 2015 and held it in 11 quarters. The position peaked at $204K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Armbruster Capital Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Armbruster Capital Management sold 3,700 Bank of America shares in Q1 2026, an estimated $204K.
Armbruster Capital Management first reported a position in Bank of America in Q4 2015 and held it in 11 quarters.
Armbruster Capital Management's Bank of America position peaked at $204K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Armbruster Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.