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BG Investment Services’s Bank of America BAC Stock Holding History

BG Investment Services’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$587K Sell
10,307
-712
-6% -$37.9K 0.42% 32
2026
Q1 		$537K Buy
11,019
+7,109
+182% +$367K 0.45% 32
2025
Q4 		$215K Sell
3,910
-6,845
-64% -$362K 0.19% 44
2025
Q3 		$555K Buy
+10,755
New +$525K 0.55% 30
2025
Q2 		– Sell
-8,836
Closed -$369K – 42
2025
Q1 		$369K Buy
8,836
+181
+2% +$8.07K 0.4% 29
2024
Q4 		$380K Buy
+8,655
New +$381K 0.38% 25

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BG Investment Services's BAC Position: Q2 2026 in Review

BG Investment Services reduced its Bank of America (BAC) stake by 6.5% in Q2 2026, selling an estimated $37.9K and leaving 10,307 shares worth $587K. The position accounts for 0.42% of the portfolio, ranked #32.

BG Investment Services first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • BG Investment Services held 10,307 shares of Bank of America worth $587K as of Q2 2026.
  • BG Investment Services sold 712 Bank of America shares in Q2 2026, an estimated $37.9K.
  • Bank of America made up 0.42% of BG Investment Services's portfolio in Q2 2026, its #32 holding.
  • BG Investment Services first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.