Rosenblum Silverman Sutton’s Bank of America BAC Stock Holding History

Rosenblum Silverman Sutton’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	$2.24M	Sell	45,922 -260	-0.6%	-$13.4K	0.59%	35
2025 Q4	$2.54M	Sell	46,182 -190	-0.4%	-$10K	0.59%	38
2025 Q3	$2.39M	Sell	46,372 -100	-0.2%	-$4.88K	0.55%	37
2025 Q2	$2.2M	Sell	46,472 -290	-0.6%	-$12.2K	0.53%	38
2025 Q1	$1.95M	Sell	46,762 -4,981	-10%	-$222K	0.54%	40
2024 Q4	$2.27M	Sell	51,743 -750	-1%	-$33K	0.57%	40
2024 Q3	$2.08M	Sell	52,493 -14,300	-21%	-$573K	0.53%	38
2024 Q2	$2.66M	Hold	66,793	–	–	0.71%	34
2024 Q1	$2.53M	Sell	66,793 -100	-0.1%	-$3.43K	0.72%	36
2023 Q4	$2.25M	Sell	66,893 -5,014	-7%	-$146K	0.72%	37
2023 Q3	$1.97M	Sell	71,907 -450	-0.6%	-$13.3K	0.67%	41
2023 Q2	$2.08M	Hold	72,357	–	–	0.69%	40
2023 Q1	$2.07M	Sell	72,357 -13,000	-15%	-$429K	0.75%	38
2022 Q4	$2.83M	Sell	85,357 -355	-0.4%	-$12.2K	1.03%	35
2022 Q3	$2.59M	Sell	85,712 -6,000	-7%	-$201K	0.94%	38
2022 Q2	$2.85M	Buy	91,712 +2,264	+3%	+$81.5K	0.93%	38
2022 Q1	$3.69M	Sell	89,448 -300	-0.3%	-$13.5K	0.94%	37
2021 Q4	$3.99M	Sell	89,748 -600	-0.7%	-$27.3K	0.9%	38
2021 Q3	$3.83M	Hold	90,348	–	–	0.88%	37
2021 Q2	$3.73M	Hold	90,348	–	–	0.84%	38
2021 Q1	$3.5M	Sell	90,348 -230	-0.3%	-$7.94K	0.9%	36
2020 Q4	$2.75M	Sell	90,578 -300	-0.3%	-$8.04K	0.72%	36
2020 Q3	$2.19M	Hold	90,878	–	–	0.61%	37
2020 Q2	$2.16M	Hold	90,878	–	–	0.69%	36
2020 Q1	$1.93M	Sell	90,878 -1,441	-2%	-$43.2K	0.77%	35
2019 Q4	$3.25M	Sell	92,319 -2,320	-2%	-$75K	1.19%	31
2019 Q3	$2.76M	Buy	94,639 +904	+1%	+$26K	1.06%	33
2019 Q2	$2.72M	Sell	93,735 -3,623	-4%	-$104K	1.03%	32
2019 Q1	$2.69M	Sell	97,358 -8,370	-8%	-$237K	1.07%	34
2018 Q4	$2.6M	Sell	105,728 -5,000	-5%	-$136K	1.19%	31
2018 Q3	$3.26M	Sell	110,728 -14,080	-11%	-$429K	1.08%	34
2018 Q2	$3.52M	Sell	124,808 -346	-0.3%	-$10.3K	1.22%	32
2018 Q1	$3.75M	Sell	125,154 -3,431	-3%	-$108K	1.34%	30
2017 Q4	$3.8M	Buy	128,585 +1,905	+2%	+$52.5K	1.36%	27
2017 Q3	$3.21M	Buy	126,680 +5,723	+5%	+$139K	1.22%	31
2017 Q2	$2.93M	Buy	120,957 +3	+0%	+$70	1.17%	35
2017 Q1	$2.85M	Buy	120,954 +503	+0.4%	+$11.9K	1.21%	34
2016 Q4	$2.66M	Buy	120,451 +47,300	+65%	+$911K	1.26%	31
2016 Q3	$1.15M	Sell	73,151 -1	-0%	-$15	0.52%	49
2016 Q2	$971K	Buy	+73,152	New	+$1.03M	0.47%	49
2015 Q4	$1.24M	Sell	73,942 -9,447	-11%	-$160K	0.57%	49
2015 Q3	$1.3M	Sell	83,389 -9,063	-10%	-$152K	0.62%	49
2015 Q2	$1.57M	Buy	+92,452	New	+$1.52M	0.63%	48
2014 Q4	$1.72M	Buy	96,296 +2	+0%	+$34	0.74%	43
2014 Q3	$1.64M	Buy	96,294 +704	+0.7%	+$11.2K	0.74%	45
2014 Q2	$1.47M	Hold	95,590	–	–	0.69%	47
2014 Q1	$1.64M	Buy	95,590 +3,800	+4%	+$63.9K	0.78%	47
2013 Q4	$1.43M	Sell	91,790 -176	-0.2%	-$2.61K	0.68%	48
2013 Q3	$1.27M	Buy	+91,966	New	+$1.31M	0.68%	46

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

Rosenblum Silverman Sutton's BAC Position: Q1 2026 in Review

Rosenblum Silverman Sutton reduced its Bank of America (BAC) stake by 0.56% in Q1 2026, selling an estimated $13.4K and leaving 45,922 shares worth $2.24M. The position accounts for 0.59% of the portfolio, ranked #35.

Rosenblum Silverman Sutton first reported a position in BAC in Q3 2013 and has held it in 49 quarters since. The position peaked at $3.99M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Rosenblum Silverman Sutton held 45,922 shares of Bank of America worth $2.24M as of Q1 2026.
Rosenblum Silverman Sutton sold 260 Bank of America shares in Q1 2026, an estimated $13.4K.
Bank of America made up 0.59% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #35 holding.
Rosenblum Silverman Sutton first reported a position in Bank of America in Q3 2013 and has held it in 49 quarters since.
Rosenblum Silverman Sutton's Bank of America position peaked at $3.99M in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.