Sage Capital Advisors’s Bank of America BAC Stock Holding History

Sage Capital Advisors’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	$579K	Buy	10,158 +58	+0.6%	+$3.08K	0.12%	98
2026 Q1	$492K	Buy	10,100 +70	+0.7%	+$3.61K	0.11%	97
2025 Q4	$552K	Buy	10,030 +386	+4%	+$20.4K	0.13%	88
2025 Q3	$498K	Sell	9,644 -2,915	-23%	-$142K	0.12%	93
2025 Q2	$594K	Buy	12,559 +940	+8%	+$39.5K	0.15%	89
2025 Q1	$485K	Buy	11,619 +288	+3%	+$12.8K	0.13%	94
2024 Q4	$498K	Buy	11,331 +4,989	+79%	+$219K	0.13%	91
2024 Q3	$252K	Buy	+6,342	New	+$254K	0.07%	128

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sage Capital Advisors's BAC Position: Q2 2026 in Review

Sage Capital Advisors increased its Bank of America (BAC) stake by 0.57% in Q2 2026, buying an estimated $3.08K and bringing the position to 10,158 shares worth $579K. The position accounts for 0.12% of the portfolio, ranked #98.

Sage Capital Advisors first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $594K in Q2 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sage Capital Advisors held 10,158 shares of Bank of America worth $579K as of Q2 2026.
Sage Capital Advisors bought 58 Bank of America shares in Q2 2026, an estimated $3.08K.
Bank of America made up 0.12% of Sage Capital Advisors's portfolio in Q2 2026, its #98 holding.
Sage Capital Advisors first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
Sage Capital Advisors's Bank of America position peaked at $594K in Q2 2025.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.