Tarbox Family Office’s Bank of America BAC Stock Holding History

Tarbox Family Office’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	–	Sell	-5,564	Closed	-$306K	–	97
2025 Q4	$306K	Sell	5,564 -48	-0.9%	-$2.54K	0.05%	91
2025 Q3	$290K	Sell	5,612 -105	-2%	-$5.12K	0.04%	103
2025 Q2	$271K	Hold	5,717	–	–	0.04%	105
2025 Q1	$239K	Hold	5,717	–	–	0.04%	106
2024 Q4	$251K	Buy	5,717 +51	+0.9%	+$2.24K	0.04%	102
2024 Q3	$225K	Buy	5,666 +32	+0.6%	+$1.28K	0.04%	105
2024 Q2	$224K	Sell	5,634 -1	-0%	-$38	0.04%	102
2024 Q1	$214K	Buy	+5,635	New	+$193K	0.04%	99
2022 Q2	–	Sell	-5,874	Closed	-$242K	–	204
2022 Q1	$242K	Sell	5,874 -15,302	-72%	-$690K	0.05%	86
2021 Q4	$942K	Buy	21,176 +42	+0.2%	+$1.91K	0.16%	40
2021 Q3	$897K	Hold	21,134	–	–	0.16%	44
2021 Q2	$871K	Buy	21,134 +1,939	+10%	+$79.5K	0.16%	52
2021 Q1	$743K	Buy	19,195 +6	+0%	+$207	0.15%	47
2020 Q4	$582K	Sell	19,189 -349	-2%	-$9.35K	0.12%	55
2020 Q3	$471K	Buy	19,538 +448	+2%	+$11.2K	0.11%	65
2020 Q2	$453K	Buy	19,090 +107	+0.6%	+$2.53K	0.12%	63
2020 Q1	$403K	Buy	18,983 +2	+0%	+$60	0.13%	60
2019 Q4	$669K	Buy	18,981 +14,085	+288%	+$455K	0.18%	41
2019 Q3	$143K	Hold	4,896	–	–	0.04%	103
2019 Q2	$142K	Buy	4,896 +60	+1%	+$1.73K	0.04%	104
2019 Q1	$133K	Buy	4,836 +41	+0.9%	+$1.16K	0.05%	102
2018 Q4	$118K	Sell	4,795 -308	-6%	-$8.36K	0.05%	103
2018 Q3	$150K	Hold	5,103	–	–	0.05%	102
2018 Q2	$144K	Sell	5,103 -29	-0.6%	-$865	0.06%	99
2018 Q1	$154K	Hold	5,132	–	–	0.06%	96
2017 Q4	$151K	Buy	5,132 +29	+0.6%	+$799	0.06%	93
2017 Q3	$129K	Buy	5,103 +294	+6%	+$7.13K	0.06%	102
2017 Q2	$117K	Buy	4,809 +21	+0.4%	+$490	0.06%	104
2017 Q1	$113K	Hold	4,788	–	–	0.06%	91
2016 Q4	$106K	Sell	4,788 -8,883	-65%	-$171K	0.06%	75
2016 Q3	$214K	Buy	13,671 +137	+1%	+$2.04K	0.14%	50
2016 Q2	$180K	Buy	13,534 +75	+0.6%	+$1.05K	0.13%	54
2016 Q1	$182K	Buy	13,459 +141	+1%	+$1.9K	0.14%	56
2015 Q4	$224K	Buy	13,318 +116	+0.9%	+$1.96K	0.18%	42
2015 Q3	$206K	Hold	13,202	–	–	0.19%	45
2015 Q2	$225K	Hold	13,202	–	–	0.2%	44
2015 Q1	$203K	Sell	13,202 -16	-0.1%	-$257	0.18%	50
2014 Q4	$236K	Buy	13,218 +15	+0.1%	+$257	0.22%	44
2014 Q3	$225K	Buy	13,203 +287	+2%	+$4.57K	0.2%	48
2014 Q2	$198K	Sell	12,916 -130	-1%	-$2.02K	0.18%	51
2014 Q1	$224K	Hold	13,046	–	–	0.2%	47
2013 Q4	$203K	Buy	+13,046	New	+$194K	0.17%	55

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

Tarbox Family Office's BAC Position: Q1 2026 in Review

Tarbox Family Office sold out of Bank of America (BAC) in Q1 2026, closing a stake of 5,564 shares — an estimated $306K sold.

Tarbox Family Office first reported a position in BAC in Q4 2013 and held it in 42 quarters. The position peaked at $942K in Q4 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Tarbox Family Office reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Tarbox Family Office sold 5,564 Bank of America shares in Q1 2026, an estimated $306K.
Tarbox Family Office first reported a position in Bank of America in Q4 2013 and held it in 42 quarters.
Tarbox Family Office's Bank of America position peaked at $942K in Q4 2021.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.