Maltese Capital Management’s Bank of America BAC Stock Holding History

Maltese Capital Management’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	$12.2M	Buy	249,713 +98,557	+65%	+$5.09M	2.4%	8
2025 Q4	$8.31M	Sell	151,156 -38,844	-20%	-$2.05M	1.48%	20
2025 Q3	$9.8M	Sell	190,000 -60,000	-24%	-$2.93M	1.48%	21
2025 Q2	$11.8M	Sell	250,000 -100,000	-29%	-$4.21M	1.66%	18
2025 Q1	$14.6M	Buy	350,000 +60,000	+21%	+$2.67M	2.38%	6
2024 Q4	$12.7M	Buy	290,000 +75,400	+35%	+$3.32M	1.95%	13
2024 Q3	$8.52M	Buy	214,600 +94,600	+79%	+$3.79M	1.31%	28
2024 Q2	$4.77M	Sell	120,000 -23,500	-16%	-$901K	0.88%	35
2024 Q1	$5.44M	Buy	143,500 +58,500	+69%	+$2.01M	1.05%	31
2023 Q4	$2.86M	Buy	+85,000	New	+$2.47M	0.81%	37
2023 Q1	–	Sell	-55,000	Closed	-$1.82M	–	94
2022 Q4	$1.82M	Sell	55,000 -95,000	-63%	-$3.27M	0.51%	66
2022 Q3	$4.53M	Buy	150,000 +12,500	+9%	+$418K	1.04%	31
2022 Q2	$4.28M	Buy	137,500 +40,000	+41%	+$1.44M	0.92%	40
2022 Q1	$4.02M	Buy	+97,500	New	+$4.4M	0.76%	57
2020 Q1	–	Sell	-43,500	Closed	-$1.53M	–	172
2019 Q4	$1.53M	Sell	43,500 -6,500	-13%	-$210K	0.13%	143
2019 Q3	$1.46M	Sell	50,000 -296,200	-86%	-$8.52M	0.12%	148
2019 Q2	$10M	Buy	346,200 +161,200	+87%	+$4.65M	0.78%	42
2019 Q1	$5.1M	Sell	185,000 -740,000	-80%	-$20.9M	0.39%	94
2018 Q4	$22.8M	Buy	925,000 +35,000	+4%	+$950K	1.9%	9
2018 Q3	$26.2M	Buy	890,000 +271,700	+44%	+$8.27M	1.82%	7
2018 Q2	$17.4M	Sell	618,300 -423,800	-41%	-$12.6M	1.15%	16
2018 Q1	$31.3M	Buy	1,042,100 +87,100	+9%	+$2.74M	2.13%	5
2017 Q4	$28.2M	Buy	955,000 +89,600	+10%	+$2.47M	2.12%	5
2017 Q3	$21.9M	Buy	865,400 +290,400	+51%	+$7.05M	1.88%	5
2017 Q2	$13.9M	Sell	575,000 -152,800	-21%	-$3.56M	1.33%	19
2017 Q1	$17.2M	Buy	727,800 +127,800	+21%	+$3.03M	1.85%	7
2016 Q4	$13.3M	Sell	600,000 -685,000	-53%	-$13.2M	1.19%	21
2016 Q3	$20.1M	Sell	1,285,000 -193,100	-13%	-$2.88M	2.43%	3
2016 Q2	$19.6M	Buy	1,478,100 +698,100	+90%	+$9.81M	2.45%	3
2016 Q1	$10.5M	Buy	780,000 +685,000	+721%	+$9.25M	1.37%	18
2015 Q4	$1.6M	Sell	95,000 -385,000	-80%	-$6.51M	0.19%	145
2015 Q3	$7.48M	Buy	480,000 +167,400	+54%	+$2.82M	0.84%	35
2015 Q2	$5.32M	Buy	312,600 +237,600	+317%	+$3.92M	0.6%	63
2015 Q1	$1.15M	Sell	75,000 -25,000	-25%	-$402K	0.13%	164
2014 Q4	$1.79M	Buy	+100,000	New	+$1.71M	0.21%	145
2013 Q4	–	Sell	-50,000	Closed	-$690K	–	173
2013 Q3	$690K	Sell	50,000 -1,025,000	-95%	-$14.6M	0.07%	154
2013 Q2	$13.8M	Buy	+1,075,000	New	+$13.7M	1.45%	13

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

Maltese Capital Management's BAC Position: Q1 2026 in Review

Maltese Capital Management increased its Bank of America (BAC) stake by 65% in Q1 2026, buying an estimated $5.09M and bringing the position to 249,713 shares worth $12.2M. The position accounts for 2.4% of the portfolio, ranked #8.

Maltese Capital Management first reported a position in BAC in Q2 2013 and has held it in 37 quarters since. The position peaked at $31.3M in Q1 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Maltese Capital Management held 249,713 shares of Bank of America worth $12.2M as of Q1 2026.
Maltese Capital Management bought 98,557 Bank of America shares in Q1 2026, an estimated $5.09M.
Bank of America made up 2.4% of Maltese Capital Management's portfolio in Q1 2026, its #8 holding.
Maltese Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 37 quarters since.
Maltese Capital Management's Bank of America position peaked at $31.3M in Q1 2018.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Maltese Capital Management's 13F filing for Q1 2026, filed 15 May 2026.