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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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dumont & Blake Investment Advisors's BAC Position: Q1 2026 in Review

Dumont & Blake Investment Advisors increased its Bank of America (BAC) stake by 0.51% in Q1 2026, buying an estimated $1.24K and bringing the position to 4,756 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #176.

Dumont & Blake Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 45 quarters since. The position peaked at $998K in Q1 2014. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Dumont & Blake Investment Advisors held 4,756 shares of Bank of America worth $232K as of Q1 2026.
  • Dumont & Blake Investment Advisors bought 24 Bank of America shares in Q1 2026, an estimated $1.24K.
  • Bank of America made up 0.06% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #176 holding.
  • Dumont & Blake Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 45 quarters since.
  • Dumont & Blake Investment Advisors's Bank of America position peaked at $998K in Q1 2014.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.