Cumberland Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.71M | Sell |
55,525
-35
| -0.1% | -$1.81K | 0.21% | 77 |
|
|
2025
Q4 | $3.06M | Sell |
55,560
-175
| -0.3% | -$9.25K | 0.19% | 96 |
|
|
2025
Q3 | $2.88M | Sell |
55,735
-28,700
| -34% | -$1.4M | 0.19% | 85 |
|
|
2025
Q2 | $4M | Buy |
84,435
+27,950
| +49% | +$1.18M | 0.28% | 66 |
|
|
2025
Q1 | $2.36M | Hold |
56,485
| – | – | 0.18% | 92 |
|
|
2024
Q4 | $2.48M | Buy |
56,485
+1,500
| +3% | +$66K | 0.17% | 87 |
|
|
2024
Q3 | $2.18M | Sell |
54,985
-2,625
| -5% | -$105K | 0.15% | 89 |
|
|
2024
Q2 | $2.29M | Sell |
57,610
-7,325
| -11% | -$281K | 0.17% | 87 |
|
|
2024
Q1 | $2.46M | Sell |
64,935
-4,660
| -7% | -$160K | 0.18% | 87 |
|
|
2023
Q4 | $1.91M | Sell |
69,595
-3,200
| -4% | -$93.2K | 0.17% | 94 |
|
|
2023
Q3 | $1.99M | Sell |
72,795
-21,784
| -23% | -$644K | 0.19% | 89 |
|
|
2023
Q2 | $2.71M | Sell |
94,579
-4,286
| -4% | -$122K | 0.25% | 76 |
|
|
2023
Q1 | $2.83M | Sell |
98,865
-49,615
| -33% | -$1.64M | 0.28% | 69 |
|
|
2022
Q4 | $4.92M | Sell |
148,480
-695
| -0.5% | -$23.9K | 0.52% | 47 |
|
|
2022
Q3 | $4.5M | Buy |
149,175
+18,850
| +14% | +$630K | 0.48% | 49 |
|
|
2022
Q2 | $4.06M | Sell |
130,325
-71,585
| -35% | -$2.58M | 0.39% | 55 |
|
|
2022
Q1 | $8.32M | Buy |
201,910
+10,475
| +5% | +$473K | 0.63% | 41 |
|
|
2021
Q4 | $8.52M | Sell |
191,435
-14,005
| -7% | -$638K | 0.6% | 42 |
|
|
2021
Q3 | $8.72M | Sell |
205,440
-720
| -0.3% | -$29K | 0.71% | 35 |
|
|
2021
Q2 | $8.5M | Sell |
206,160
-67,860
| -25% | -$2.78M | 0.67% | 41 |
|
|
2021
Q1 | $10.6M | Sell |
274,020
-10,615
| -4% | -$366K | 0.87% | 36 |
|
|
2020
Q4 | $8.63M | Buy |
284,635
+31,050
| +12% | +$832K | 0.77% | 40 |
|
|
2020
Q3 | $6.11M | Sell |
253,585
-8,925
| -3% | -$222K | 0.64% | 46 |
|
|
2020
Q2 | $6.24M | Buy |
262,510
+58,210
| +28% | +$1.38M | 0.65% | 47 |
|
|
2020
Q1 | $4.34M | Sell |
204,300
-73,300
| -26% | -$2.2M | 0.52% | 49 |
|
|
2019
Q4 | $9.78M | Sell |
277,600
-12,875
| -4% | -$416K | 0.87% | 36 |
|
|
2019
Q3 | $8.47M | Sell |
290,475
-201,876
| -41% | -$5.8M | 0.81% | 37 |
|
|
2019
Q2 | $14.3M | Sell |
492,351
-15,587
| -3% | -$450K | 1.37% | 23 |
|
|
2019
Q1 | $14M | Sell |
507,938
-27,455
| -5% | -$776K | 1.41% | 22 |
|
|
2018
Q4 | $13.2M | Sell |
535,393
-84,864
| -14% | -$2.3M | 1.49% | 24 |
|
|
2018
Q3 | $18.3M | Sell |
620,257
-52,397
| -8% | -$1.6M | 1.74% | 19 |
|
|
2018
Q2 | $19M | Buy |
672,654
+149,886
| +29% | +$4.47M | 1.91% | 20 |
|
|
2018
Q1 | $15.7M | Sell |
522,768
-3,707
| -0.7% | -$116K | 2.21% | 21 |
|
|
2017
Q4 | $15.5M | Sell |
526,475
-7,700
| -1% | -$212K | 2.05% | 21 |
|
|
2017
Q3 | $13.5M | Buy |
534,175
+154,100
| +41% | +$3.74M | 1.82% | 24 |
|
|
2017
Q2 | $9.22M | Sell |
380,075
-221,100
| -37% | -$5.16M | 1.3% | 28 |
|
|
2017
Q1 | $14.2M | Sell |
601,175
-125,100
| -17% | -$2.97M | 2.07% | 19 |
|
|
2016
Q4 | $16.1M | Sell |
726,275
-99,475
| -12% | -$1.92M | 2.44% | 15 |
|
|
2016
Q3 | $12.9M | Sell |
825,750
-31,267
| -4% | -$466K | 1.82% | 23 |
|
|
2016
Q2 | $11.4M | Sell |
857,017
-26,467
| -3% | -$372K | 1.61% | 24 |
|
|
2016
Q1 | $11.9M | Sell |
883,484
-1,630,299
| -65% | -$22M | 1.66% | 21 |
|
|
2015
Q4 | $42.3M | Sell |
2,513,783
-46,219
| -2% | -$782K | 5.49% | 4 |
|
|
2015
Q3 | $39.9M | Sell |
2,560,002
-14,769
| -0.6% | -$248K | 4.94% | 4 |
|
|
2015
Q2 | $43.8M | Sell |
2,574,771
-28,794
| -1% | -$475K | 4.99% | 4 |
|
|
2015
Q1 | $40.1M | Buy |
2,603,565
+1,753,731
| +206% | +$28.2M | 4.4% | 8 |
|
|
2014
Q4 | $15.2M | Buy |
849,834
+46,900
| +6% | +$803K | 1.59% | 23 |
|
|
2014
Q3 | $13.7M | Sell |
802,934
-3,800
| -0.5% | -$60.5K | 1.68% | 21 |
|
|
2014
Q2 | $12.4M | Buy |
806,734
+19,000
| +2% | +$295K | 1.4% | 22 |
|
|
2014
Q1 | $13.5M | Sell |
787,734
-17,400
| -2% | -$293K | 1.58% | 22 |
|
|
2013
Q4 | $12.5M | Buy |
805,134
+11,000
| +1% | +$163K | 1.36% | 25 |
|
|
2013
Q3 | $11M | Sell |
794,134
-14,000
| -2% | -$200K | 1.35% | 25 |
|
|
2013
Q2 | $10.4M | Buy |
+808,134
| New | +$10.3M | 1.33% | 27 |
|
Other funds holding BAC
VCM
VPM
Cumberland Partners's BAC Position: Q1 2026 in Review
Cumberland Partners reduced its Bank of America (BAC) stake by 0.06% in Q1 2026, selling an estimated $1.81K and leaving 55,525 shares worth $2.71M. The position accounts for 0.21% of the portfolio, ranked #77.
Cumberland Partners first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.8M in Q2 2015. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Cumberland Partners held 55,525 shares of Bank of America worth $2.71M as of Q1 2026.
- Cumberland Partners sold 35 Bank of America shares in Q1 2026, an estimated $1.81K.
- Bank of America made up 0.21% of Cumberland Partners's portfolio in Q1 2026, its #77 holding.
- Cumberland Partners first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
- Cumberland Partners's Bank of America position peaked at $43.8M in Q2 2015.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.