PGFG
BAC icon

Pine Grove Financial Group’s Bank of America BAC Stock Holding History

Pine Grove Financial Group’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 		$235K Sell
4,213
-14
-0.3% -$745 0.02% 191
2026
Q1 		$206K Sell
4,227
-146
-3% -$7.53K 0.02% 186
2025
Q4 		$241K Buy
+4,373
New +$231K 0.03% 169

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

Pine Grove Financial Group's BAC Position: Q2 2026 in Review

Pine Grove Financial Group reduced its Bank of America (BAC) stake by 0.33% in Q2 2026, selling an estimated $745 and leaving 4,213 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #191.

Pine Grove Financial Group first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pine Grove Financial Group held 4,213 shares of Bank of America worth $235K as of Q2 2026.
  • Pine Grove Financial Group sold 14 Bank of America shares in Q2 2026, an estimated $745.
  • Bank of America made up 0.02% of Pine Grove Financial Group's portfolio in Q2 2026, its #191 holding.
  • Pine Grove Financial Group first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • Pine Grove Financial Group's Bank of America position peaked at $241K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.