FUBT
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First United Bank & Trust’s Bank of America BAC Stock Holding History

First United Bank & Trust’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 		$336K Buy
5,890
+246
+4% +$13.1K 0.1% 126
2026
Q1 		$275K Sell
5,644
-25
-0.4% -$1.29K 0.09% 127
2025
Q4 		$312K Sell
5,669
-442
-7% -$23.4K 0.1% 126
2025
Q3 		$315K Buy
6,111
+468
+8% +$22.8K 0.1% 129
2025
Q2 		$267K Buy
5,643
+345
+7% +$14.5K 0.09% 132
2025
Q1 		$221K Sell
5,298
-80
-1% -$3.56K 0.08% 137
2024
Q4 		$236K Buy
5,378
+10
+0.2% +$440 0.09% 137
2024
Q3 		$213K Sell
5,368
-2
-0% -$80 0.08% 146
2024
Q2 		$214K Buy
5,370
+10
+0.2% +$383 0.08% 146
2024
Q1 		$203K Buy
5,360
+338
+7% +$11.6K 0.08% 150
2023
Q4 		$169K Buy
+5,022
New +$146K 0.07% 158
2023
Q2 		– Sell
-9,174
Closed -$262K – 146
2023
Q1 		$262K Buy
9,174
+11
+0.1% +$363 0.12% 130
2022
Q4 		$303K Sell
9,163
-2,489
-21% -$85.7K 0.15% 113
2022
Q3 		$352K Buy
11,652
+400
+4% +$13.4K 0.18% 112
2022
Q2 		$350K Buy
11,252
+175
+2% +$6.3K 0.16% 113
2022
Q1 		$457K Buy
11,077
+14
+0.1% +$632 0.18% 111
2021
Q4 		$492K Buy
11,063
+800
+8% +$36.4K 0.18% 107
2021
Q3 		$436K Buy
10,263
+8
+0.1% +$322 0.18% 109
2021
Q2 		$423K Buy
10,255
+715
+7% +$29.3K 0.18% 112
2021
Q1 		$369K Sell
9,540
-298
-3% -$10.3K 0.16% 112
2020
Q4 		$298K Buy
9,838
+1,384
+16% +$37.1K 0.14% 111
2020
Q3 		$204K Buy
+8,454
New +$210K 0.11% 118
2020
Q1 		– Sell
-6,344
Closed -$223K – 114
2019
Q4 		$223K Buy
+6,344
New +$205K 0.13% 124

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First United Bank & Trust's BAC Position: Q2 2026 in Review

First United Bank & Trust increased its Bank of America (BAC) stake by 4.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,890 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #126.

First United Bank & Trust first reported a position in BAC in Q4 2019 and has held it in 23 quarters since. The position peaked at $492K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • First United Bank & Trust held 5,890 shares of Bank of America worth $336K as of Q2 2026.
  • First United Bank & Trust bought 246 Bank of America shares in Q2 2026, an estimated $13.1K.
  • Bank of America made up 0.1% of First United Bank & Trust's portfolio in Q2 2026, its #126 holding.
  • First United Bank & Trust first reported a position in Bank of America in Q4 2019 and has held it in 23 quarters since.
  • First United Bank & Trust's Bank of America position peaked at $492K in Q4 2021.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.