SIAG
BAC icon

Safeguard Investment Advisory Group’s Bank of America BAC Stock Holding History

Safeguard Investment Advisory 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 		$2.16M Sell
37,953
-1,293
-3% -$68.8K 0.5% 27
2026
Q1 		$1.91M Sell
39,246
-78
-0.2% -$4.03K 0.53% 21
2025
Q4 		$2.16M Sell
39,324
-669
-2% -$35.4K 0.55% 22
2025
Q3 		$2.06M Sell
39,993
-683
-2% -$33.3K 0.51% 21
2025
Q2 		$1.92M Buy
40,676
+427
+1% +$18K 0.48% 25
2025
Q1 		$1.68M Buy
40,249
+1,605
+4% +$71.5K 0.46% 26
2024
Q4 		$1.7M Sell
38,644
-414
-1% -$18.2K 0.47% 21
2024
Q3 		$1.55M Sell
39,058
-2,209
-5% -$88.5K 0.44% 21
2024
Q2 		$1.64M Sell
41,267
-167
-0.4% -$6.4K 0.51% 21
2024
Q1 		$1.57M Sell
41,434
-7,603
-16% -$261K 0.53% 21
2023
Q4 		$1.65M Sell
49,037
-504
-1% -$14.7K 0.62% 21
2023
Q3 		$1.36M Buy
49,541
+299
+0.6% +$8.85K 0.59% 23
2023
Q2 		$1.41M Sell
49,242
-4,479
-8% -$128K 0.6% 23
2023
Q1 		$1.54M Sell
53,721
-3,790
-7% -$125K 0.74% 27
2022
Q4 		$1.9M Buy
57,511
+615
+1% +$21.2K 1.17% 22
2022
Q3 		$1.72M Buy
56,896
+1,062
+2% +$35.5K 1.18% 22
2022
Q2 		$2.3M Hold
55,834
– – 1.42% 18
2022
Q1 		$2.3M Buy
55,834
+749
+1% +$33.8K 1.57% 16
2021
Q4 		$2.45M Sell
55,085
-1,963
-3% -$89.4K 1.43% 17
2021
Q3 		$2.42M Sell
57,048
-1,944
-3% -$78.3K 1.57% 17
2021
Q2 		$2.43M Sell
58,992
-1,047
-2% -$42.9K 1.73% 16
2021
Q1 		$2.32M Sell
60,039
-1,023
-2% -$35.3K 2.07% 13
2020
Q4 		$1.85M Buy
+61,062
New +$1.64M 1.64% 13

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

Safeguard Investment Advisory Group's BAC Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Bank of America (BAC) stake by 3.3% in Q2 2026, selling an estimated $68.8K and leaving 37,953 shares worth $2.16M. The position accounts for 0.5% of the portfolio, ranked #27.

Safeguard Investment Advisory Group first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.45M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Safeguard Investment Advisory Group held 37,953 shares of Bank of America worth $2.16M as of Q2 2026.
  • Safeguard Investment Advisory Group sold 1,293 Bank of America shares in Q2 2026, an estimated $68.8K.
  • Bank of America made up 0.5% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Safeguard Investment Advisory Group first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Bank of America position peaked at $2.45M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.