Pacific Sage Partners’s Bank of America BAC Stock Holding History

Pacific Sage Partners’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	$740K	Hold	12,980	–	–	0.11%	61
2026 Q1	$633K	Buy	12,980 +1,500	+13%	+$77.4K	0.1%	59
2025 Q4	$631K	Hold	11,480	–	–	0.1%	59
2025 Q3	$592K	Sell	11,480 -10	-0.1%	-$488	0.1%	58
2025 Q2	$544K	Buy	11,490 +154	+1%	+$6.48K	0.11%	59
2025 Q1	$473K	Hold	11,336	–	–	0.11%	60
2024 Q4	$498K	Hold	11,336	–	–	0.11%	57
2024 Q3	$450K	Sell	11,336 -19	-0.2%	-$761	0.11%	61
2024 Q2	$452K	Buy	11,355 +203	+2%	+$7.78K	0.11%	55
2024 Q1	$423K	Sell	11,152 -173	-2%	-$5.94K	0.11%	60
2023 Q4	$381K	Hold	11,325	–	–	0.1%	61
2023 Q3	$310K	Hold	11,325	–	–	0.09%	66
2023 Q2	$325K	Hold	11,325	–	–	0.1%	66
2023 Q1	$324K	Hold	11,325	–	–	0.1%	62
2022 Q4	$375K	Buy	+11,325	New	+$390K	0.12%	55

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Sage Partners's BAC Position: Q2 2026 in Review

Pacific Sage Partners held its Bank of America (BAC) position steady in Q2 2026 at 12,980 shares worth $740K. The position accounts for 0.11% of the portfolio, ranked #61.

Pacific Sage Partners first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Pacific Sage Partners held 12,980 shares of Bank of America worth $740K as of Q2 2026.
Pacific Sage Partners left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.11% of Pacific Sage Partners's portfolio in Q2 2026, its #61 holding.
Pacific Sage Partners first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.