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Dumont & Blake Investment Advisors’s Bank of America BAC Stock Holding History

Dumont & Blake Investment 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
2017
Q3 		– Sell
-4,200
Closed -$102K – 193
2017
Q2 		$102K Hold
4,200
– – 0.05% 172
2017
Q1 		$99K Buy
+4,200
New +$99.7K 0.04% 167

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

Dumont & Blake Investment Advisors's BAC Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Bank of America (BAC) stake by 7% in Q2 2026, selling an estimated $17.8K and leaving 4,421 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #174.

Dumont & Blake Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 46 quarters since. The position peaked at $998K in Q1 2014. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Dumont & Blake Investment Advisors held 4,421 shares of Bank of America worth $252K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 335 Bank of America shares in Q2 2026, an estimated $17.8K.
  • Bank of America made up 0.06% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Dumont & Blake Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 46 quarters since.
  • Dumont & Blake Investment Advisors's Bank of America position peaked at $998K in Q1 2014.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.