© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 0.24% of BAC-PB shares are held by financial institutions. WHALEROCK POINT PARTNERS, LLC is the top corporate investor, holding 28K shares valued at $702.80K. A 0% stake in Bank of America Corporation is owned by the company. ARCHER INVESTMENT CORP owns 400 shares valued at $10.04K, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 28K | 702.8K | 28K | +100.00% |
| Dec 31, 2025 | ARCHER INVESTMENT CORP | 0% | 400 | 10.04K | 0 | 0 |
| Dec 31, 2025 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | 0% | 61.37K | 1.54M | 4.58K | +8.06% |
| Dec 31, 2025 | NBC SECURITIES, INC. | 0% | 4.68K | 117.53K | 27 | +0.58% |
| Dec 31, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 13.23K | 332.1K | 0 | 0 |
| Dec 31, 2025 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 0% | 0 | - | -8K | -100.00% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.64K | 66.26K | 0 | 0 |
| Sep 30, 2025 | ARCHER INVESTMENT CORP | 0% | 400 | 10.1K | 0 | 0 |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.64K | 66.69K | 0 | 0 |
| Sep 30, 2025 | NBC SECURITIES, INC. | 0% | 4.66K | 117.59K | 27 | +0.58% |
| Sep 30, 2025 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 0% | 8K | 202.08K | 8K | +100.00% |
| Sep 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 13.23K | 334.22K | 0 | 0 |
| Sep 30, 2025 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | 0% | 56.8K | 1.43M | 2.53K | +4.65% |
| Sep 30, 2025 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0% | 0 | - | -3K | -100.00% |
| Sep 30, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 0 | - | -28K | -100.00% |
| Jun 30, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 28K | 696.64K | 0 | 0 |
| Jun 30, 2025 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | 0% | 54.27K | 1.35M | -6.06K | -10.05% |
| Jun 30, 2025 | ARCHER INVESTMENT CORP | 0% | 400 | 9.95K | 0 | 0 |
| Jun 30, 2025 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0% | 3K | 75.66K | 0 | 0 |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.64K | 65.68K | 0 | 0 |
| Jun 30, 2025 | NBC SECURITIES, INC. | 0% | 4.63K | 115K | 4.63K | +100.00% |
| Jun 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 13.23K | 329.98K | 0 | 0 |
| Jun 30, 2025 | 0% | 54.27K | 1.35M | -6.06K | -10.05% | |
| Mar 31, 2025 | ROANOKE ASSET MANAGEMENT CORP/ NY | 0% | 16.5K | 411K | 0 | 0 |
| Mar 31, 2025 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 0% | 0 | - | -8K | -100.00% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.64K | 65.76K | 625 | +31.02% |
| Mar 31, 2025 | 0% | 60.34K | 1.5M | -1.6K | -2.58% | |
| Mar 31, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 28K | 697.48K | 0 | 0 |
| Mar 31, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 13.23K | 330.11K | -15.77K | -54.38% |
| Mar 31, 2025 | ARCHER INVESTMENT CORP | 0% | 400 | 9.96K | 0 | 0 |
| Mar 31, 2025 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0% | 3K | 75K | 0 | 0 |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.02K | 50.62K | 0 | 0 |
| Mar 31, 2024 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 0% | 8K | 200.96K | 8K | +100.00% |
| Mar 31, 2024 | SIERRA CAPITAL LLC | 0% | 9.98K | 251K | 0 | 0 |
| Mar 31, 2024 | ROANOKE ASSET MANAGEMENT CORP/ NY | 0% | 19K | 477K | 0 | 0 |
| Mar 31, 2024 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 0% | 16.55K | 415.74K | 16.55K | +100.00% |
| Mar 31, 2024 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 0% | 0 | - | -1K | -100.00% |
| Mar 31, 2024 | OLD POINT TRUST & FINANCIAL SERVICES N A | 0% | 1K | 25.25K | 0 | 0 |
| Mar 31, 2024 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0% | 82 | 2.06M | 82 | +100.00% |
| Mar 31, 2024 | WHALEROCK POINT PARTNERS, LLC | 0% | 28K | 703.36K | 28K | +100.00% |
| Mar 31, 2024 | ARCHER INVESTMENT CORP | 0% | 400 | 10.05K | 0 | 0 |
| Mar 31, 2024 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0% | 3K | 75.6K | 0 | 0 |
| Dec 31, 2023 | TUCKER ASSET MANAGEMENT LLC | 0% | 126 | 3.13K | 0 | 0 |
| Dec 31, 2023 | ARCHER INVESTMENT CORP | 0% | 400 | 9.93K | 400 | +100.00% |
| Dec 31, 2023 | SIERRA CAPITAL LLC | 0% | 9.98K | 248K | 0 | 0 |
| Dec 31, 2023 | BARTLETT & CO. LLC | 0% | 1K | 25K | 1K | +100.00% |
| Dec 31, 2023 | 0% | 1K | 25.02K | 1K | +100.00% | |
| Dec 31, 2023 | ROANOKE ASSET MANAGEMENT CORP/ NY | 0% | 19K | 472K | 0 | 0 |
| Dec 31, 2023 | OLD POINT TRUST & FINANCIAL SERVICES N A | 0% | 1K | 25.05K | 1K | +100.00% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.02K | 50.01K | 0 | 0 |
| Dec 31, 2023 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0% | 3K | 74.46K | 0 | 0 |
| Sep 30, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.02K | - | 0 | 0 |
| Sep 30, 2023 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0% | 3K | - | 0 | 0 |
| Sep 30, 2023 | SIERRA CAPITAL LLC | 0% | 9.98K | - | 9.98K | +100.00% |
| Sep 30, 2023 | OLD POINT TRUST & FINANCIAL SERVICES N A | 0% | 0 | - | -1K | -100.00% |
| Sep 30, 2023 | TUCKER ASSET MANAGEMENT LLC | 0% | 126 | - | 0 | 0 |
| Sep 30, 2023 | ROANOKE ASSET MANAGEMENT CORP/ NY | 0% | 19K | - | 0 | 0 |
Among the BAC-PB insiders holding of N/A of the stake in company, ATHANASIA DEAN C, President, Regional Banking, holds the largest shares of 353.97K. KODER MATTHEW M, Pres, Gl Corp & Invest Banking, is the second largest BAC-PB insider with ownership of 319.8K shares. DEMARE JAMES P, President, Global Markets, stands third with possession of 185.11K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| ATHANASIA DEAN C | President, Regional Banking | 353.97K |
| KODER MATTHEW M | Pres, Gl Corp & Invest Banking | 319.8K |
| DEMARE JAMES P | President, Global Markets | 185.11K |
| WOODS THOMAS D | director | 64.66K |
| BANK OF AMERICA CORP /DE/ | 10 percent owner | 17.67K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Nov 20, 2023 | BANK OF AMERICA CORP /DE/ | SALE | 9.90 | 100 | 990 | 17.67K |
| Nov 08, 2023 | BANK OF AMERICA CORP /DE/ | PURCHASE | 10.42 | 4.18K | 43.5K | 4.18K |
| Nov 01, 2023 | WOODS THOMAS D | PURCHASE | 26.25 | 25K | 656.25K | 64.66K |
| Aug 01, 2023 | DEMARE JAMES P | SALE | 31.53 | 75K | 2.36M | 185.11K |
| Jul 20, 2023 | ATHANASIA DEAN C | SALE | 31.48 | 77.81K | 2.45M | 353.97K |
| Feb 23, 2023 | KODER MATTHEW M | SALE | 34.27 | 105.05K | 3.6M | 319.8K |
| Feb 02, 2023 | KODER MATTHEW M | SALE | 35.91 | 214.75K | 7.71M | 214.75K |
| Nov 16, 2022 | BANK OF AMERICA CORP /DE/ | SALE | 23750.00 | 4 | 95K | 0 |