NBT Bank’s Bank of America BAC Stock Holding History

NBT 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	$3.05M	Buy	62,499 +2,702	+5%	+$139K	0.2%	112
2025 Q4	$3.44M	Sell	59,797 -2,130	-3%	-$113K	0.22%	107
2025 Q3	$3.34M	Sell	61,927 -3,220	-5%	-$157K	0.22%	110
2025 Q2	$3.08M	Sell	65,147 -1,960	-3%	-$82.5K	0.21%	111
2025 Q1	$2.8M	Sell	67,107 -752	-1%	-$33.5K	0.2%	110
2024 Q4	$2.98M	Sell	67,859 -4,491	-6%	-$198K	0.21%	107
2024 Q3	$2.87M	Sell	72,350 -5,900	-8%	-$236K	0.19%	116
2024 Q2	$3.11M	Buy	78,250 +28,138	+56%	+$1.08M	0.22%	104
2024 Q1	$1.9M	Sell	50,112 -1,901	-4%	-$65.3K	0.14%	144
2023 Q4	$1.75M	Buy	52,013 +3,451	+7%	+$100K	0.14%	154
2023 Q3	$1.33M	Buy	48,562 +21,403	+79%	+$633K	0.13%	144
2023 Q2	$779K	Sell	27,159 -1,832	-6%	-$52.3K	0.11%	144
2023 Q1	$829K	Sell	28,991 -710	-2%	-$23.4K	0.12%	141
2022 Q4	$984K	Buy	29,701 +1,988	+7%	+$68.5K	0.14%	134
2022 Q3	$837K	Sell	27,713 -323	-1%	-$10.8K	0.14%	132
2022 Q2	$873K	Hold	28,036	–	–	0.13%	132
2022 Q1	$1.16M	Sell	28,036 -550	-2%	-$24.8K	0.15%	126
2021 Q4	$1.27M	Buy	28,586 +175	+0.6%	+$7.97K	0.16%	120
2021 Q3	$1.21M	Buy	28,411 +498	+2%	+$20.1K	0.17%	121
2021 Q2	$1.15M	Sell	27,913 -1,825	-6%	-$74.8K	0.16%	127
2021 Q1	$1.15M	Sell	29,738 -750	-2%	-$25.9K	0.17%	122
2020 Q4	$924K	Sell	30,488 -3,600	-11%	-$96.5K	0.14%	130
2020 Q3	$822K	Sell	34,088 -500	-1%	-$12.4K	0.14%	129
2020 Q2	$821K	Sell	34,588 -350	-1%	-$8.27K	0.15%	127
2020 Q1	$741K	Sell	34,938 -45	-0.1%	-$1.35K	0.15%	125
2019 Q4	$1.23M	Sell	34,983 -1,000	-3%	-$32.3K	0.19%	115
2019 Q3	$1.05M	Buy	35,983 +6,305	+21%	+$181K	0.18%	117
2019 Q2	$861K	Sell	29,678 -2,765	-9%	-$79.7K	0.15%	123
2019 Q1	$895K	Hold	32,443	–	–	0.16%	119
2018 Q4	$799K	Buy	32,443 +2,000	+7%	+$54.3K	0.13%	123
2018 Q3	$897K	Buy	30,443 +800	+3%	+$24.4K	0.15%	123
2018 Q2	$835K	Sell	29,643 -457	-2%	-$13.6K	0.15%	120
2018 Q1	$903K	Hold	30,100	–	–	0.15%	124
2017 Q4	$889K	Sell	30,100 -54	-0.2%	-$1.49K	0.14%	128
2017 Q3	$764K	Sell	30,154 -1,486	-5%	-$36.1K	0.12%	135
2017 Q2	$767K	Buy	31,640 +944	+3%	+$22K	0.12%	136
2017 Q1	$724K	Hold	30,696	–	–	0.12%	136
2016 Q4	$678K	Sell	30,696 -4,350	-12%	-$83.8K	0.12%	132
2016 Q3	$548K	Buy	35,046 +3,428	+11%	+$51K	0.1%	140
2016 Q2	$419K	Buy	31,618 +1,872	+6%	+$26.3K	0.07%	151
2016 Q1	$402K	Buy	29,746 +5,500	+23%	+$74.2K	0.07%	155
2015 Q4	$408K	Sell	24,246 -300	-1%	-$5.07K	0.07%	146
2015 Q3	$383K	Hold	24,546	–	–	0.07%	145
2015 Q2	$418K	Hold	24,546	–	–	0.07%	145
2015 Q1	$378K	Sell	24,546 -2,630	-10%	-$42.2K	0.06%	154
2014 Q4	$486K	Buy	27,176 +593	+2%	+$10.1K	0.08%	140
2014 Q3	$454K	Buy	26,583 +2,500	+10%	+$39.8K	0.07%	145
2014 Q2	$370K	Sell	24,083 -2,045	-8%	-$31.8K	0.06%	162
2014 Q1	$449K	Buy	26,128 +179	+0.7%	+$3.01K	0.07%	156
2013 Q4	$404K	Buy	25,949 +2,155	+9%	+$32K	0.06%	162
2013 Q3	$328K	Buy	23,794 +992	+4%	+$14.2K	0.05%	167
2013 Q2	$294K	Buy	+22,802	New	+$291K	0.04%	174

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

NBT Bank's BAC Position: Q1 2026 in Review

NBT Bank increased its Bank of America (BAC) stake by 4.5% in Q1 2026, buying an estimated $139K and bringing the position to 62,499 shares worth $3.05M. The position accounts for 0.2% of the portfolio, ranked #112.

NBT Bank first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.44M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

NBT Bank held 62,499 shares of Bank of America worth $3.05M as of Q1 2026.
NBT Bank bought 2,702 Bank of America shares in Q1 2026, an estimated $139K.
Bank of America made up 0.2% of NBT Bank's portfolio in Q1 2026, its #112 holding.
NBT Bank first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
NBT Bank's Bank of America position peaked at $3.44M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.