First Western Trust Bank’s Bank of America BAC Stock Holding History

First Western Trust Bank’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 Q1	$237K	Buy	4,857 +115	+2%	+$5.93K	0.01%	189
2025 Q4	$261K	Sell	4,742 -20	-0.4%	-$1.06K	0.01%	172
2025 Q3	$246K	Sell	4,762 -333	-7%	-$16.2K	0.01%	175
2025 Q2	$241K	Sell	5,095 -147	-3%	-$6.18K	0.01%	177
2025 Q1	$219K	Buy	5,242 +518	+11%	+$23.1K	0.01%	178
2024 Q4	$208K	Buy	+4,724	New	+$208K	0.01%	192
2023 Q3	–	Sell	-15,294	Closed	-$439K	–	170
2023 Q2	$439K	Buy	15,294 +2,296	+18%	+$65.5K	0.02%	131
2023 Q1	$372K	Sell	12,998 -66	-0.5%	-$2.18K	0.02%	144
2022 Q4	$433K	Buy	13,064 +37	+0.3%	+$1.27K	0.02%	126
2022 Q3	$394K	Sell	13,027 -30	-0.2%	-$1K	0.03%	117
2022 Q2	$416K	Sell	13,057 -572	-4%	-$20.6K	0.03%	118
2022 Q1	$586K	Buy	+13,629	New	+$615K	0.03%	113

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Western Trust Bank's BAC Position: Q1 2026 in Review

First Western Trust Bank increased its Bank of America (BAC) stake by 2.4% in Q1 2026, buying an estimated $5.93K and bringing the position to 4,857 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #189.

First Western Trust Bank first reported a position in BAC in Q1 2022 and has held it in 12 quarters since. The position peaked at $586K in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

First Western Trust Bank held 4,857 shares of Bank of America worth $237K as of Q1 2026.
First Western Trust Bank bought 115 Bank of America shares in Q1 2026, an estimated $5.93K.
Bank of America made up 0.01% of First Western Trust Bank's portfolio in Q1 2026, its #189 holding.
First Western Trust Bank first reported a position in Bank of America in Q1 2022 and has held it in 12 quarters since.
First Western Trust Bank's Bank of America position peaked at $586K in Q1 2022.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.