Empire Financial Management Company’s Bank of America BAC Stock Holding History

Empire Financial Management Company’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	–	Sell	-128,155	Closed	-$6.25M	–	148
2026 Q1	$6.25M	Sell	128,155 -10,383	-7%	-$536K	1.41%	16
2025 Q4	$7.62M	Sell	138,538 -8,885	-6%	-$470K	1.66%	12
2025 Q3	$7.61M	Buy	147,423 +89,007	+152%	+$4.34M	1.74%	8
2025 Q2	$2.76M	Hold	58,416	–	–	0.8%	37
2025 Q1	$2.44M	Hold	58,416	–	–	0.75%	39
2024 Q4	$2.57M	Sell	58,416 -1,532	-3%	-$67.4K	0.8%	34
2024 Q3	$2.38M	Sell	59,948 -1,000	-2%	-$40.1K	0.73%	43
2024 Q2	$2.42M	Sell	60,948 -3,000	-5%	-$115K	0.8%	36
2024 Q1	$2.42M	Sell	63,948 -350	-0.5%	-$12K	0.8%	35
2023 Q4	$2.16M	Sell	64,298 -7,035	-10%	-$205K	0.85%	34
2023 Q3	$1.95M	Sell	71,333 -9,300	-12%	-$275K	0.85%	32
2023 Q2	$2.31M	Hold	80,633	–	–	0.92%	35
2023 Q1	$2.31M	Buy	+80,633	New	+$2.66M	0.94%	34

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empire Financial Management Company's BAC Position: Q2 2026 in Review

Empire Financial Management Company sold out of Bank of America (BAC) in Q2 2026, closing a stake of 128,155 shares — an estimated $6.25M sold.

Empire Financial Management Company first reported a position in BAC in Q1 2023 and held it in 13 quarters. The position peaked at $7.62M in Q4 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Empire Financial Management Company reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 128,155 Bank of America shares in Q2 2026, an estimated $6.25M.
Empire Financial Management Company first reported a position in Bank of America in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Bank of America position peaked at $7.62M in Q4 2025.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.