FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.78M | Sell |
86,843
-4,279
| -5% | -$226K | 0.15% | 120 |
|
|
2025
Q3 | $4.7M | Sell |
91,122
-557
| -0.6% | -$27.2K | 0.15% | 119 |
|
|
2025
Q2 | $4.34M | Sell |
91,679
-3,352
| -4% | -$141K | 0.15% | 124 |
|
|
2025
Q1 | $3.97M | Sell |
95,031
-5,888
| -6% | -$262K | 0.14% | 122 |
|
|
2024
Q4 | $4.44M | Buy |
100,919
+6,314
| +7% | +$278K | 0.15% | 113 |
|
|
2024
Q3 | $3.75M | Sell |
94,605
-3,558
| -4% | -$143K | 0.13% | 120 |
|
|
2024
Q2 | $3.9M | Buy |
98,163
+1,169
| +1% | +$44.8K | 0.14% | 119 |
|
|
2024
Q1 | $3.68M | Buy |
96,994
+2,767
| +3% | +$95K | 0.14% | 120 |
|
|
2023
Q4 | $3.17M | Buy |
94,227
+40,416
| +75% | +$1.18M | 0.13% | 123 |
|
|
2023
Q3 | $1.47M | Sell |
53,811
-5,079
| -9% | -$150K | 0.06% | 159 |
|
|
2023
Q2 | $1.69M | Buy |
58,890
+3,974
| +7% | +$113K | 0.07% | 157 |
|
|
2023
Q1 | $1.57M | Sell |
54,916
-1,244
| -2% | -$41.1K | 0.07% | 155 |
|
|
2022
Q4 | $1.86M | Buy |
56,160
+3,169
| +6% | +$109K | 0.08% | 146 |
|
|
2022
Q3 | $1.6M | Buy |
52,991
+71
| +0.1% | +$2.37K | 0.08% | 154 |
|
|
2022
Q2 | $1.65M | Buy |
52,920
+2,212
| +4% | +$79.6K | 0.07% | 166 |
|
|
2022
Q1 | $2.09M | Buy |
50,708
+2,349
| +5% | +$106K | 0.08% | 150 |
|
|
2021
Q4 | $2.15M | Sell |
48,359
-9,855
| -17% | -$449K | 0.08% | 145 |
|
|
2021
Q3 | $2.47M | Sell |
58,214
-530
| -0.9% | -$21.3K | 0.1% | 134 |
|
|
2021
Q2 | $2.42M | Buy |
58,744
+1,128
| +2% | +$46.2K | 0.1% | 136 |
|
|
2021
Q1 | $2.23M | Buy |
57,616
+5,863
| +11% | +$202K | 0.09% | 135 |
|
|
2020
Q4 | $1.57M | Buy |
51,753
+1,644
| +3% | +$44.1K | 0.07% | 158 |
|
|
2020
Q3 | $1.21M | Sell |
50,109
-3,180
| -6% | -$79.2K | 0.06% | 164 |
|
|
2020
Q2 | $1.27M | Sell |
53,289
-5,369
| -9% | -$127K | 0.07% | 149 |
|
|
2020
Q1 | $1.25M | Buy |
58,658
+8,440
| +17% | +$253K | 0.08% | 136 |
|
|
2019
Q4 | $1.77M | Sell |
50,218
-10,309
| -17% | -$333K | 0.09% | 134 |
|
|
2019
Q3 | $1.77M | Buy |
60,527
+14,569
| +32% | +$419K | 0.09% | 134 |
|
|
2019
Q2 | $1.33M | Sell |
45,958
-78
| -0.2% | -$2.25K | 0.07% | 148 |
|
|
2019
Q1 | $1.27M | Sell |
46,036
-1,266
| -3% | -$35.8K | 0.07% | 145 |
|
|
2018
Q4 | $1.17M | Sell |
47,302
-94
| -0.2% | -$2.55K | 0.08% | 145 |
|
|
2018
Q3 | $1.4M | Sell |
47,396
-9,966
| -17% | -$304K | 0.09% | 135 |
|
|
2018
Q2 | $1.62M | Buy |
57,362
+767
| +1% | +$22.9K | 0.1% | 136 |
|
|
2018
Q1 | $1.7M | Buy |
56,595
+3,869
| +7% | +$122K | 0.11% | 129 |
|
|
2017
Q4 | $1.56M | Buy |
52,726
+3,155
| +6% | +$87K | 0.1% | 133 |
|
|
2017
Q3 | $1.26M | Buy |
49,571
+721
| +1% | +$17.5K | 0.08% | 143 |
|
|
2017
Q2 | $1.19M | Sell |
48,850
-1,084
| -2% | -$25.3K | 0.09% | 143 |
|
|
2017
Q1 | $1.18M | Buy |
49,934
+3,845
| +8% | +$91.2K | 0.09% | 146 |
|
|
2016
Q4 | $1.02M | Buy |
46,089
+10,770
| +30% | +$207K | 0.08% | 149 |
|
|
2016
Q3 | $553K | Sell |
35,319
-1,162
| -3% | -$17.3K | 0.06% | 199 |
|
|
2016
Q2 | $484K | Sell |
36,481
-4,571
| -11% | -$64.2K | 0.05% | 215 |
|
|
2016
Q1 | $555K | Sell |
41,052
-61,746
| -60% | -$833K | 0.07% | 194 |
|
|
2015
Q4 | $1.73M | Sell |
102,798
-457
| -0.4% | -$7.73K | 0.21% | 114 |
|
|
2015
Q3 | $1.61M | Buy |
103,255
+4,313
| +4% | +$72.6K | 0.22% | 113 |
|
|
2015
Q2 | $1.68M | Buy |
98,942
+500
| +0.5% | +$8.24K | 0.22% | 116 |
|
|
2015
Q1 | $1.51M | Sell |
98,442
-1,916
| -2% | -$30.8K | 0.21% | 122 |
|
|
2014
Q4 | $1.8M | Sell |
100,358
-7,094
| -7% | -$121K | 0.26% | 103 |
|
|
2014
Q3 | $1.83M | Sell |
107,452
-648
| -0.6% | -$10.3K | 0.29% | 93 |
|
|
2014
Q2 | $1.66M | Buy |
108,100
+2,500
| +2% | +$38.8K | 0.28% | 97 |
|
|
2014
Q1 | $1.82M | Sell |
105,600
-59
| -0.1% | -$993 | 0.34% | 75 |
|
|
2013
Q4 | $1.65M | Sell |
105,659
-35,857
| -25% | -$532K | 0.34% | 79 |
|
|
2013
Q3 | $1.95M | Sell |
141,516
-33,158
| -19% | -$473K | 0.48% | 48 |
|
|
2013
Q2 | $2.25M | Buy |
+174,674
| New | +$2.23M | 0.68% | 33 |
|
Other funds holding BAC
FineMark National Bank & Trust's BAC Position: Q4 2025 in Review
FineMark National Bank & Trust reduced its Bank of America (BAC) stake by 4.7% in Q4 2025, selling an estimated $226K and leaving 86,843 shares worth $4.78M. The position accounts for 0.15% of the portfolio, ranked #120.
FineMark National Bank & Trust first reported a position in BAC in Q2 2013 and has held it in 51 quarters since. 3,598 funds tracked by Wall St. Rank hold BAC as of Q4 2025.
- FineMark National Bank & Trust held 86,843 shares of Bank of America worth $4.78M as of Q4 2025.
- FineMark National Bank & Trust sold 4,279 Bank of America shares in Q4 2025, an estimated $226K.
- Bank of America made up 0.15% of FineMark National Bank & Trust's portfolio in Q4 2025, its #120 holding.
- FineMark National Bank & Trust first reported a position in Bank of America in Q2 2013 and has held it in 51 quarters since.
- 3,598 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.
Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.