Private Trust Company’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.76M Buy
83,598
+4,444
+6% +$236K 0.38% 45
2026
Q1
$3.86M Sell
79,154
-34
-0% -$1.75K 0.34% 49
2025
Q4
$4.36M Buy
79,188
+12,992
+20% +$687K 0.38% 42
2025
Q3
$3.42M Sell
66,196
-9,298
-12% -$454K 0.3% 59
2025
Q2
$3.57M Buy
75,494
+647
+0.9% +$27.2K 0.34% 53
2025
Q1
$3.12M Sell
74,847
-2,128
-3% -$94.8K 0.32% 56
2024
Q4
$3.38M Sell
76,975
-4,906
-6% -$216K 0.35% 51
2024
Q3
$3.25M Buy
81,881
+3,131
+4% +$125K 0.33% 57
2024
Q2
$3.13M Sell
78,750
-2,416
-3% -$92.6K 0.34% 55
2024
Q1
$3.08M Sell
81,166
-640
-0.8% -$22K 0.33% 57
2023
Q4
$2.75M Sell
81,806
-9,663
-11% -$281K 0.32% 59
2023
Q3
$2.5M Buy
91,469
+1,432
+2% +$42.4K 0.33% 64
2023
Q2
$2.58M Buy
90,037
+2,322
+3% +$66.3K 0.33% 64
2023
Q1
$2.51M Sell
87,715
-7,213
-8% -$238K 0.34% 59
2022
Q4
$3.14M Buy
94,928
+1,715
+2% +$59.1K 0.47% 40
2022
Q3
$2.81M Buy
93,213
+1,636
+2% +$54.7K 0.46% 40
2022
Q2
$2.85M Sell
91,577
-62,774
-41% -$2.26M 0.44% 47
2022
Q1
$6.36M Buy
154,351
+375
+0.2% +$16.9K 0.99% 18
2021
Q4
$6.85M Buy
153,976
+12,009
+8% +$547K 0.95% 17
2021
Q3
$6.03M Sell
141,967
-8,397
-6% -$338K 0.88% 18
2021
Q2
$6.2M Buy
150,364
+2,515
+2% +$103K 0.94% 17
2021
Q1
$5.72M Buy
147,849
+10,798
+8% +$373K 0.93% 17
2020
Q4
$4.15M Buy
137,051
+5,127
+4% +$137K 0.7% 28
2020
Q3
$3.18M Buy
131,924
+3,493
+3% +$87K 0.61% 41
2020
Q2
$2.99M Buy
128,431
+51,232
+66% +$1.21M 0.63% 40
2020
Q1
$1.64M Sell
77,199
-31,591
-29% -$947K 0.42% 65
2019
Q4
$3.83M Sell
108,790
-1,883
-2% -$60.9K 0.71% 30
2019
Q3
$3.23M Sell
110,673
-31,834
-22% -$915K 0.64% 38
2019
Q2
$4.13M Buy
142,507
+14,706
+12% +$424K 0.83% 24
2019
Q1
$3.53M Buy
127,801
+4,269
+3% +$121K 0.73% 28
2018
Q4
$3.04M Buy
123,532
+26,414
+27% +$717K 0.72% 34
2018
Q3
$2.86M Sell
97,118
-1,850
-2% -$56.3K 0.58% 40
2018
Q2
$2.79M Buy
98,968
+4,139
+4% +$123K 0.6% 38
2018
Q1
$2.84M Buy
94,829
+741
+0.8% +$23.3K 0.62% 39
2017
Q4
$2.78M Buy
94,088
+5,595
+6% +$154K 0.59% 42
2017
Q3
$2.24M Buy
88,493
+3,413
+4% +$82.8K 0.49% 51
2017
Q2
$2.06M Buy
85,080
+5,658
+7% +$132K 0.45% 57
2017
Q1
$1.87M Buy
79,422
+3,809
+5% +$90.4K 0.43% 61
2016
Q4
$1.67M Sell
75,613
-24,977
-25% -$481K 0.4% 67
2016
Q3
$1.57M Buy
100,590
+695
+0.7% +$10.3K 0.38% 70
2016
Q2
$1.32M Sell
99,895
-622
-0.6% -$8.74K 0.34% 82
2016
Q1
$1.36M Sell
100,517
-3,660
-4% -$49.4K 0.37% 77
2015
Q4
$1.75M Sell
104,177
-118
-0.1% -$2K 0.5% 58
2015
Q3
$1.62M Sell
104,295
-208
-0.2% -$3.5K 0.49% 60
2015
Q2
$1.78M Sell
104,503
-135
-0.1% -$2.23K 0.51% 49
2015
Q1
$1.61M Sell
104,638
-1,558
-1% -$25K 0.46% 63
2014
Q4
$1.9M Buy
106,196
+72,764
+218% +$1.25M 0.6% 41
2014
Q3
$570K Sell
33,432
-450
-1% -$7.17K 0.19% 122
2014
Q2
$521K Buy
33,882
+9,229
+37% +$143K 0.17% 142
2014
Q1
$424K Buy
24,653
+766
+3% +$12.9K 0.16% 152
2013
Q4
$372K Buy
23,887
+381
+2% +$5.65K 0.15% 157
2013
Q3
$324K Sell
23,506
-154
-0.7% -$2.2K 0.15% 157
2013
Q2
$304K Buy
+23,660
New +$302K 0.14% 166

Other funds holding BAC

Private Trust Company's BAC Position: Q2 2026 in Review

Private Trust Company increased its Bank of America (BAC) stake by 5.6% in Q2 2026, buying an estimated $236K and bringing the position to 83,598 shares worth $4.76M. The position accounts for 0.38% of the portfolio, ranked #45.

Private Trust Company first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.85M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Private Trust Company held 83,598 shares of Bank of America worth $4.76M as of Q2 2026.
  • Private Trust Company bought 4,444 Bank of America shares in Q2 2026, an estimated $236K.
  • Bank of America made up 0.38% of Private Trust Company's portfolio in Q2 2026, its #45 holding.
  • Private Trust Company first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Private Trust Company's Bank of America position peaked at $6.85M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.