Bank of America
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Bank of America’s Star Group SGU Stock Holding History

Bank of America’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,426
Closed -$171K – 6715
2025
Q4 		$171K Buy
14,426
+2,582
+22% +$30.6K ﹤0.01% 5413
2025
Q3 		$140K Buy
11,844
+5,667
+92% +$66.2K ﹤0.01% 6444
2025
Q2 		$72.3K Buy
6,177
+793
+15% +$9.75K ﹤0.01% 6663
2025
Q1 		$71K Buy
5,384
+183
+4% +$2.29K ﹤0.01% 6637
2024
Q4 		$60K Sell
5,201
-2,488
-32% -$29.3K ﹤0.01% 6579
2024
Q3 		$90.3K Sell
7,689
-676
-8% -$7.68K ﹤0.01% 6361
2024
Q2 		$89K Sell
8,365
-1,973
-19% -$21.2K ﹤0.01% 6298
2024
Q1 		$104K Sell
10,338
-248
-2% -$2.76K ﹤0.01% 6222
2023
Q4 		$122K Buy
10,586
+2,430
+30% +$29.5K ﹤0.01% 6296
2023
Q3 		$98.1K Buy
8,156
+1,103
+16% +$13.7K ﹤0.01% 6258
2023
Q2 		$96.3K Buy
7,053
+444
+7% +$6.09K ﹤0.01% 6219
2023
Q1 		$85.7K Sell
6,609
-5,389
-45% -$66.7K ﹤0.01% 6306
2022
Q4 		$145K Buy
11,998
+9,640
+409% +$89.1K ﹤0.01% 6090
2022
Q3 		$19K Sell
2,358
-135
-5% -$1.26K ﹤0.01% 7058
2022
Q2 		$23K Sell
2,493
-655
-21% -$6.75K ﹤0.01% 7145
2022
Q1 		$35K Buy
3,148
+127
+4% +$1.33K ﹤0.01% 7313
2021
Q4 		$32K Sell
3,021
-118
-4% -$1.26K ﹤0.01% 7382
2021
Q3 		$32K Sell
3,139
-4,746
-60% -$51.4K ﹤0.01% 7237
2021
Q2 		$88K Sell
7,885
-11,744
-60% -$128K ﹤0.01% 6582
2021
Q1 		$207K Buy
19,629
+1,018
+5% +$10.1K ﹤0.01% 6014
2020
Q4 		$175K Sell
18,611
-890
-5% -$8.54K ﹤0.01% 5682
2020
Q3 		$190K Buy
19,501
+13,955
+252% +$130K ﹤0.01% 5320
2020
Q2 		$49K Sell
5,546
-7,907
-59% -$62.3K ﹤0.01% 5992
2020
Q1 		$104K Buy
13,453
+5,281
+65% +$46.2K ﹤0.01% 5507
2019
Q4 		$77K Sell
8,172
-6,484
-44% -$60.9K ﹤0.01% 6106
2019
Q3 		$138K Sell
14,656
-16,619
-53% -$159K ﹤0.01% 5883
2019
Q2 		$313K Buy
31,275
+12,790
+69% +$124K ﹤0.01% 5378
2019
Q1 		$177K Sell
18,485
-2,234
-11% -$21.3K ﹤0.01% 5584
2018
Q4 		$193K Buy
20,719
+1,568
+8% +$15.1K ﹤0.01% 5535
2018
Q3 		$188K Sell
19,151
-26,970
-58% -$260K ﹤0.01% 5519
2018
Q2 		$452K Buy
46,121
+103
+0.2% +$991 ﹤0.01% 4963
2018
Q1 		$430K Buy
46,018
+90
+0.2% +$894 ﹤0.01% 4926
2017
Q4 		$493K Buy
45,928
+84
+0.2% +$897 ﹤0.01% 4950
2017
Q3 		$520K Sell
45,844
-10,427
-19% -$112K ﹤0.01% 4926
2017
Q2 		$610K Sell
56,271
-5,133
-8% -$50.7K ﹤0.01% 4779
2017
Q1 		$564K Sell
61,404
-51,335
-46% -$517K ﹤0.01% 4808
2016
Q4 		$1.21M Buy
112,739
+1,557
+1% +$15.3K ﹤0.01% 4195
2016
Q3 		$1.07M Buy
111,182
+121
+0.1% +$1.09K ﹤0.01% 4110
2016
Q2 		$986K Sell
111,061
-12,298
-10% -$106K ﹤0.01% 4192
2016
Q1 		$1.04M Buy
123,359
+9,005
+8% +$69.1K ﹤0.01% 4083
2015
Q4 		$850K Sell
114,354
-681
-0.6% -$5.36K ﹤0.01% 4467
2015
Q3 		$977K Buy
115,035
+91
+0.1% +$837 ﹤0.01% 4338
2015
Q2 		$1.02M Sell
114,944
-22,549
-16% -$182K ﹤0.01% 4098
2015
Q1 		$1.02M Buy
137,493
+11,316
+9% +$77.3K ﹤0.01% 3772
2014
Q4 		$770K Buy
126,177
+688
+0.5% +$4.2K ﹤0.01% 4265
2014
Q3 		$716K Buy
125,489
+5,937
+5% +$35.9K ﹤0.01% 4279
2014
Q2 		$741K Buy
119,552
+2,071
+2% +$13.1K ﹤0.01% 4250
2014
Q1 		$687K Sell
117,481
-37,857
-24% -$213K ﹤0.01% 4289
2013
Q4 		$816K Buy
155,338
+19,338
+14% +$104K ﹤0.01% 4293
2013
Q3 		$669K Buy
136,000
+1,000
+0.7% +$4.91K ﹤0.01% 4355
2013
Q2 		$660K Buy
+135,000
New +$648K ﹤0.01% 4475

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Bank of America sold out of Star Group (SGU) in Q1 2026, closing a stake of 14,426 shares — an estimated $171K sold.

Bank of America first reported a position in SGU in Q2 2013 and held it in 51 quarters. The position peaked at $1.21M in Q4 2016. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

  • Bank of America reported no remaining Star Group position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 14,426 Star Group shares in Q1 2026, an estimated $171K.
  • Bank of America first reported a position in Star Group in Q2 2013 and held it in 51 quarters.
  • Bank of America's Star Group position peaked at $1.21M in Q4 2016.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

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