Bank of America
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Bank of America’s Sweetgreen SG Stock Holding History

Bank of America’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23M Buy
2,606,063
+1,684,786
+183% +$12.9M ﹤0.01% 2369
2026
Q1 		$4.78M Sell
921,277
-873,551
-49% -$5.31M ﹤0.01% 3510
2025
Q4 		$12.1M Buy
1,794,828
+518,072
+41% +$3.56M ﹤0.01% 2703
2025
Q3 		$10.2M Buy
1,276,756
+270,514
+27% +$2.94M ﹤0.01% 3281
2025
Q2 		$15M Sell
1,006,242
-858,041
-46% -$14.1M ﹤0.01% 2845
2025
Q1 		$46.6M Buy
1,864,283
+981,126
+111% +$27.1M ﹤0.01% 1655
2024
Q4 		$28.3M Buy
883,157
+278,305
+46% +$10.4M ﹤0.01% 1990
2024
Q3 		$21.4M Buy
604,852
+213,788
+55% +$6.49M ﹤0.01% 2339
2024
Q2 		$11.8M Sell
391,064
-22,516
-5% -$617K ﹤0.01% 2783
2024
Q1 		$10.4M Buy
413,580
+264,131
+177% +$3.85M ﹤0.01% 2943
2023
Q4 		$1.69M Buy
149,449
+90,205
+152% +$949K ﹤0.01% 4562
2023
Q3 		$696K Buy
59,244
+31,149
+111% +$434K ﹤0.01% 5075
2023
Q2 		$360K Sell
28,095
-471,942
-94% -$4.37M ﹤0.01% 5482
2023
Q1 		$3.92M Buy
500,037
+425,350
+570% +$3.74M ﹤0.01% 3754
2022
Q4 		$640K Sell
74,687
-514,975
-87% -$7.51M ﹤0.01% 5188
2022
Q3 		$10.9M Buy
589,662
+418,612
+245% +$7.14M ﹤0.01% 2526
2022
Q2 		$1.99M Buy
171,050
+22,041
+15% +$465K ﹤0.01% 4309
2022
Q1 		$4.77M Buy
149,009
+98,172
+193% +$2.85M ﹤0.01% 3683
2021
Q4 		$1.63M Buy
+50,837
New +$1.72M ﹤0.01% 4768

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America's SG Position: Q2 2026 in Review

Bank of America increased its Sweetgreen (SG) stake by 183% in Q2 2026, buying an estimated $12.9M and bringing the position to 2,606,063 shares worth $23M. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Bank of America first reported a position in SG in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.6M in Q1 2025. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Bank of America held 2,606,063 shares of Sweetgreen worth $23M as of Q2 2026.
  • Bank of America bought 1,684,786 Sweetgreen shares in Q2 2026, an estimated $12.9M.
  • Sweetgreen made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2369 holding.
  • Bank of America first reported a position in Sweetgreen in Q4 2021 and has held it in 19 quarters since.
  • Bank of America's Sweetgreen position peaked at $46.6M in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.