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Sage Investment Advisers’s Bank of America BAC Stock Holding History

Sage Investment Advisers’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 		$318K Buy
5,587
+6
+0.1% +$319 0.21% 76
2026
Q1 		$275K Buy
5,581
+1
+0% +$52 0.2% 79
2025
Q4 		$307K Buy
+5,580
New +$295K 0.23% 71
2024
Q3 		$317K Sell
7,999
-1,103
-12% -$44.2K 0.33% 53
2024
Q2 		$362K Sell
9,102
-18
-0.2% -$690 0.41% 49
2024
Q1 		$346K Sell
9,120
-102
-1% -$3.5K 0.4% 51
2023
Q4 		$310K Sell
9,222
-662
-7% -$19.3K 0.38% 49
2023
Q3 		$271K Buy
9,884
+504
+5% +$14.9K 0.37% 49
2023
Q2 		$269K Sell
9,380
-378
-4% -$10.8K 0.36% 48
2023
Q1 		$279K Buy
9,758
+806
+9% +$26.6K 0.37% 46
2022
Q4 		$296K Sell
8,952
-1,538
-15% -$53K 0.42% 47
2022
Q3 		$317K Buy
10,490
+45
+0.4% +$1.5K 0.5% 46
2022
Q2 		$325K Sell
10,445
-542
-5% -$19.5K 0.51% 47
2022
Q1 		$453K Buy
10,987
+2,446
+29% +$110K 0.6% 40
2021
Q4 		$380K Buy
+8,541
New +$389K 0.49% 46

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

Sage Investment Advisers's BAC Position: Q2 2026 in Review

Sage Investment Advisers increased its Bank of America (BAC) stake by 0.11% in Q2 2026, buying an estimated $319 and bringing the position to 5,587 shares worth $318K. The position accounts for 0.21% of the portfolio, ranked #76.

Sage Investment Advisers first reported a position in BAC in Q4 2021 and has held it in 15 quarters since. The position peaked at $453K in Q1 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sage Investment Advisers held 5,587 shares of Bank of America worth $318K as of Q2 2026.
  • Sage Investment Advisers bought 6 Bank of America shares in Q2 2026, an estimated $319.
  • Bank of America made up 0.21% of Sage Investment Advisers's portfolio in Q2 2026, its #76 holding.
  • Sage Investment Advisers first reported a position in Bank of America in Q4 2021 and has held it in 15 quarters since.
  • Sage Investment Advisers's Bank of America position peaked at $453K in Q1 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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