Diversified Trust Co. Increases Stake in Bank of America

Investment firm boosts holding in major financial services provider

Mar. 24, 2026 at 8:05am

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Diversified Trust Co. has increased its stake in Bank of America Corporation (NYSE:BAC) by 10.7% during the fourth quarter, according to a recent SEC filing. The investment firm now owns 310,879 shares of the financial services provider's stock, valued at $17.1 million as of the end of 2025.

Why it matters

This move by Diversified Trust Co. signals continued confidence in Bank of America's performance and growth potential. As one of the largest banks in the U.S., Bank of America's stock performance is closely watched by investors and analysts.

The details

Diversified Trust Co. acquired an additional 30,104 shares of Bank of America stock during the fourth quarter, bringing its total holdings to 310,879 shares. This represents a 10.7% increase in the firm's position in the bank. Bank of America's stock price has fluctuated in recent months, but the company has reported solid financial results and continues to be a major player in the banking industry.

  • Diversified Trust Co. increased its stake in Bank of America during the fourth quarter of 2025.

The players

Diversified Trust Co.

An investment management firm that provides wealth management, trust, and estate planning services.

Bank of America Corporation

A multinational financial services company headquartered in Charlotte, North Carolina, providing a wide range of banking, investment, and asset management products and services.

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The takeaway

This move by Diversified Trust Co. suggests continued confidence in Bank of America's long-term prospects, even as the bank's stock has experienced some volatility in recent months. As a major player in the banking industry, Bank of America's performance is closely watched by investors and analysts.