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Lebenthal Global Advisors’s Bank of America BAC Stock Holding History

Lebenthal Global 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
2026
Q1 		$2.1M Buy
43,093
+34,492
+401% +$1.78M 0.31% 57
2025
Q4 		$473K Sell
8,601
-73
-0.8% -$3.86K 0.07% 152
2025
Q3 		$447K Sell
8,674
-363
-4% -$17.7K 0.08% 154
2025
Q2 		$428K Buy
9,037
+690
+8% +$29K 0.08% 144
2025
Q1 		$348K Sell
8,347
-396
-5% -$17.6K 0.07% 158
2024
Q4 		$384K Buy
8,743
+3,319
+61% +$146K 0.07% 152
2024
Q3 		$215K Buy
5,424
+11
+0.2% +$441 0.04% 176
2024
Q2 		$215K Buy
5,413
+21
+0.4% +$805 0.05% 171
2024
Q1 		$204K Buy
+5,392
New +$185K 0.05% 182
2022
Q4 		– Sell
-13,981
Closed -$422K – 134
2022
Q3 		$422K Buy
+13,981
New +$467K 0.19% 67
2022
Q2 		– Sell
-10,673
Closed -$439K – 132
2022
Q1 		$439K Buy
10,673
+514
+5% +$23.2K 0.19% 91
2021
Q4 		$451K Buy
10,159
+4,313
+74% +$196K 0.18% 89
2021
Q3 		$248K Hold
5,846
– – 0.16% 109
2021
Q2 		$241K Buy
+5,846
New +$240K 0.13% 136
2021
Q1 		– Sell
-3,949
Closed -$119K – 170
2020
Q4 		$119K Buy
+3,949
New +$106K 0.08% 156

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

Lebenthal Global Advisors's BAC Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Bank of America (BAC) stake by 401% in Q1 2026, buying an estimated $1.78M and bringing the position to 43,093 shares worth $2.1M. The position accounts for 0.31% of the portfolio, ranked #57.

Lebenthal Global Advisors first reported a position in BAC in Q4 2020 and has held it in 15 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Lebenthal Global Advisors held 43,093 shares of Bank of America worth $2.1M as of Q1 2026.
  • Lebenthal Global Advisors bought 34,492 Bank of America shares in Q1 2026, an estimated $1.78M.
  • Bank of America made up 0.31% of Lebenthal Global Advisors's portfolio in Q1 2026, its #57 holding.
  • Lebenthal Global Advisors first reported a position in Bank of America in Q4 2020 and has held it in 15 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.