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

Sage Investment Counsel’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 		$1.84M Sell
32,279
-3
-0% -$160 1.84% 15
2026
Q1 		$1.57M Buy
32,282
+2,001
+7% +$103K 1.75% 13
2025
Q4 		$1.67M Buy
30,281
+1
+0% +$53 1.83% 11
2025
Q3 		$1.56M Sell
30,280
-398
-1% -$19.4K 1.73% 13
2025
Q2 		$1.45M Sell
30,678
-1,488
-5% -$62.6K 1.68% 14
2025
Q1 		$1.34M Sell
32,166
-10,339
-24% -$461K 1.7% 11
2024
Q4 		$1.87M Buy
+42,505
New +$1.87M 2.43% 6

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Sage Investment Counsel reduced its Bank of America (BAC) stake by 0.01% in Q2 2026, selling an estimated $160 and leaving 32,279 shares worth $1.84M. The position accounts for 1.84% of the portfolio, ranked #15.

Sage Investment Counsel first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2024. 1,924 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sage Investment Counsel held 32,279 shares of Bank of America worth $1.84M as of Q2 2026.
  • Sage Investment Counsel sold 3 Bank of America shares in Q2 2026, an estimated $160.
  • Bank of America made up 1.84% of Sage Investment Counsel's portfolio in Q2 2026, its #15 holding.
  • Sage Investment Counsel first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Sage Investment Counsel's Bank of America position peaked at $1.87M in Q4 2024.
  • 1,924 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.