Bank of America Shares Purchased by Belpointe Asset Management

Institutional investor increased stake in financial services provider during Q4 2025

Apr. 20, 2026 at 7:37am

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A close-up image of the inner workings of a bank vault, with complex metal mechanisms and gears filling the frame, conveying a sense of financial security and the tangible power of banking institutions.Belpointe Asset Management's increased investment in Bank of America highlights the institutional confidence in the financial institution's stability and growth potential.Charlotte Today

Belpointe Asset Management LLC raised its holdings in shares of Bank of America Corporation (NYSE:BAC) by 22.2% during the fourth quarter, according to the company's recent 13F filing with the Securities & Exchange Commission. The institutional investor now owns 70,356 shares of the financial services provider's stock, valued at $3.87 million.

Why it matters

This filing provides insight into the investment strategies of Belpointe Asset Management, a prominent institutional investor. Their increased stake in Bank of America suggests confidence in the financial institution's performance and outlook, which could signal broader trends in the banking sector.

The details

Belpointe Asset Management added 12,796 shares of Bank of America to its portfolio during the fourth quarter of 2025, bringing its total holdings to 70,356 shares. This represents a 22.2% increase in the firm's position. Bank of America's stock closed the quarter at $53.92 per share, giving Belpointe's stake a market value of $3.87 million.

  • Belpointe Asset Management filed its 13F report for the fourth quarter of 2025 on April 20, 2026.
  • The 22.2% increase in Belpointe's Bank of America holdings occurred during the fourth quarter of 2025.

The players

Belpointe Asset Management LLC

An institutional investor that manages a diversified portfolio of stocks, bonds, and other financial assets.

Bank of America Corporation

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

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The takeaway

Belpointe Asset Management's increased stake in Bank of America suggests the institutional investor sees value and growth potential in the financial services provider. This filing provides insight into the investment strategies of a prominent asset management firm and could signal broader trends in the banking sector.