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Cumberland Advisors’s Bank of America BAC Stock Holding History

Cumberland 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
Q2 		$2.53M Sell
44,400
-5,500
-11% -$293K 0.89% 27
2026
Q1 		$2.43M Hold
49,900
– – 0.95% 26
2025
Q4 		$2.74M Sell
49,900
-1,300
-3% -$68.7K 1.04% 23
2025
Q3 		$2.64M Hold
51,200
– – 1.01% 22
2025
Q2 		$2.42M Sell
51,200
-39
-0.1% -$1.64K 1.02% 22
2025
Q1 		$2.14M Buy
51,239
+39
+0.1% +$1.74K 0.97% 22
2024
Q4 		$2.25M Hold
51,200
– – 0.9% 22
2024
Q3 		$2.03M Buy
51,200
+4,000
+8% +$160K 0.81% 27
2024
Q2 		$1.88M Sell
47,200
-4,700
-9% -$180K 0.77% 29
2024
Q1 		$1.97M Sell
51,900
-500
-1% -$17.2K 0.73% 32
2023
Q4 		$1.76M Hold
52,400
– – 0.76% 33
2023
Q3 		$1.43M Sell
52,400
-8,400
-14% -$249K 0.64% 34
2023
Q2 		$1.74M Hold
60,800
– – 0.8% 34
2023
Q1 		$1.74M Sell
60,800
-1,200
-2% -$39.6K 0.71% 36
2022
Q4 		$2.05M Hold
62,000
– – 0.89% 29
2022
Q3 		$1.87M Hold
62,000
– – 0.75% 28
2022
Q2 		$1.93M Sell
62,000
-1,907
-3% -$68.7K 0.64% 29
2022
Q1 		$2.63M Buy
63,907
+1,907
+3% +$86K 0.61% 26
2021
Q4 		$2.76M Sell
62,000
-1,450
-2% -$66.1K 0.58% 27
2021
Q3 		$2.69M Sell
63,450
-1,650
-3% -$66.5K 0.62% 25
2021
Q2 		$2.68M Sell
65,100
-1,600
-2% -$65.6K 0.63% 27
2021
Q1 		$2.58M Hold
66,700
– – 0.64% 28
2020
Q4 		$2.02M Buy
+66,700
New +$1.79M 0.74% 27
2020
Q2 		$1.65M Sell
69,400
-400
-0.6% -$9.45K 0.62% 27
2020
Q1 		$1.48M Sell
69,800
-4,000
-5% -$120K 0.6% 26
2019
Q4 		$2.6M Hold
73,800
– – 0.9% 26
2019
Q3 		$2.15M Sell
73,800
-400
-0.5% -$11.5K 0.61% 31
2019
Q2 		$2.15M Hold
74,200
– – 0.73% 29
2019
Q1 		$2.05M Hold
74,200
– – 0.71% 27
2018
Q4 		$1.83M Buy
+74,200
New +$2.01M 0.66% 25

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

Cumberland Advisors's BAC Position: Q2 2026 in Review

Cumberland Advisors reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $293K and leaving 44,400 shares worth $2.53M. The position accounts for 0.89% of the portfolio, ranked #27.

Cumberland Advisors first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.76M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cumberland Advisors held 44,400 shares of Bank of America worth $2.53M as of Q2 2026.
  • Cumberland Advisors sold 5,500 Bank of America shares in Q2 2026, an estimated $293K.
  • Bank of America made up 0.89% of Cumberland Advisors's portfolio in Q2 2026, its #27 holding.
  • Cumberland Advisors first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Cumberland Advisors's Bank of America position peaked at $2.76M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.