S
BAC icon

Sachetta’s Bank of America BAC Stock Holding History

Sachetta’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 		$276K Sell
4,851
-2,738
-36% -$146K 0.13% 79
2026
Q1 		$370K Buy
7,589
+1,231
+19% +$63.5K 0.2% 68
2025
Q4 		$350K Buy
6,358
+399
+7% +$21.1K 0.19% 68
2025
Q3 		$307K Buy
5,959
+996
+20% +$48.6K 0.11% 122
2025
Q2 		$235K Sell
4,963
-437
-8% -$18.4K 0.09% 135
2025
Q1 		$225K Sell
5,400
-2,217
-29% -$98.8K 0.09% 136
2024
Q4 		$335K Buy
7,617
+62
+0.8% +$2.73K 0.13% 113
2024
Q3 		$300K Buy
7,555
+4,241
+128% +$170K 0.12% 122
2024
Q2 		$137K Buy
3,314
+334
+11% +$12.8K 0.06% 169
2024
Q1 		$100K Hold
2,980
– – 0.05% 185
2023
Q4 		$100K Buy
+2,980
New +$86.8K 0.05% 185

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sachetta's BAC Position: Q2 2026 in Review

Sachetta reduced its Bank of America (BAC) stake by 36% in Q2 2026, selling an estimated $146K and leaving 4,851 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #79.

Sachetta first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $370K in Q1 2026. 767 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sachetta held 4,851 shares of Bank of America worth $276K as of Q2 2026.
  • Sachetta sold 2,738 Bank of America shares in Q2 2026, an estimated $146K.
  • Bank of America made up 0.13% of Sachetta's portfolio in Q2 2026, its #79 holding.
  • Sachetta first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Bank of America position peaked at $370K in Q1 2026.
  • 767 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.