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S-Bank Fund Management’s Bank of America BAC Stock Holding History

S-Bank Fund Management’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 		$15M Buy
262,963
+29,223
+13% +$1.55M 2.04% 10
2026
Q1 		$11.4M Sell
233,740
-70,028
-23% -$3.61M 1.7% 15
2025
Q4 		$16.7M Sell
303,768
-22
-0% -$1.16K 2.17% 11
2025
Q3 		$15.7M Buy
303,790
+19,898
+7% +$971K 2.08% 10
2025
Q2 		$13.4M Buy
+283,892
New +$11.9M 1.98% 10

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

S-Bank Fund Management's BAC Position: Q2 2026 in Review

S-Bank Fund Management increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $1.55M and bringing the position to 262,963 shares worth $15M. The position accounts for 2.04% of the portfolio, ranked #10.

S-Bank Fund Management first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7M in Q4 2025. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • S-Bank Fund Management held 262,963 shares of Bank of America worth $15M as of Q2 2026.
  • S-Bank Fund Management bought 29,223 Bank of America shares in Q2 2026, an estimated $1.55M.
  • Bank of America made up 2.04% of S-Bank Fund Management's portfolio in Q2 2026, its #10 holding.
  • S-Bank Fund Management first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • S-Bank Fund Management's Bank of America position peaked at $16.7M in Q4 2025.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.