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
2022
Q4 		– Sell
-500,000
Closed -$9.25M – 8406
2022
Q3 		$9.25M Buy
+500,000
New +$8.52M ﹤0.01% 2702
2022
Q2 		– Sell
-88,100
Closed -$2.82M – 8335
2022
Q1 		$2.82M Buy
+88,100
New +$2.56M ﹤0.01% 4235

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 $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America's SG Position: Q1 2026 in Review

Bank of America reduced its Sweetgreen (SG) stake by 49% in Q1 2026, selling an estimated $5.31M and leaving 921,277 shares worth $4.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3510.

Bank of America first reported a position in SG in Q4 2021 and has held it in 18 quarters since. The position peaked at $46.6M in Q1 2025. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Bank of America held 921,277 shares of Sweetgreen worth $4.78M as of Q1 2026.
  • Bank of America sold 873,551 Sweetgreen shares in Q1 2026, an estimated $5.31M.
  • Sweetgreen made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3510 holding.
  • Bank of America first reported a position in Sweetgreen in Q4 2021 and has held it in 18 quarters since.
  • Bank of America's Sweetgreen position peaked at $46.6M in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.