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

Sage Mountain 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
Q1 		$348K Sell
7,141
-148,334
-95% -$7.65M 0.02% 155
2025
Q4 		$8.55M Sell
155,475
-25,658
-14% -$1.36M 0.45% 36
2025
Q3 		$9.34M Sell
181,133
-3,089
-2% -$151K 0.54% 32
2025
Q2 		$8.72M Buy
184,222
+3,906
+2% +$164K 0.57% 29
2025
Q1 		$7.52M Buy
180,316
+390
+0.2% +$17.4K 0.55% 28
2024
Q4 		$7.91M Sell
179,926
-85,382
-32% -$3.76M 0.58% 28
2024
Q3 		$10.5M Buy
265,308
+1,016
+0.4% +$40.7K 0.9% 18
2024
Q2 		$10.5M Buy
264,292
+7,870
+3% +$302K 0.97% 17
2024
Q1 		$9.72M Buy
256,422
+3,176
+1% +$109K 1.01% 16
2023
Q4 		$8.53M Buy
253,246
+3,415
+1% +$99.4K 0.99% 17
2023
Q3 		$6.84M Buy
249,831
+452
+0.2% +$13.4K 0.94% 17
2023
Q2 		$7.15M Sell
249,379
-1,565
-0.6% -$44.7K 1.02% 17
2023
Q1 		$7.18M Buy
250,944
+239,003
+2,002% +$7.89M 1.16% 17
2022
Q4 		$395K Buy
11,941
+3,046
+34% +$105K 0.09% 86
2022
Q3 		$269K Buy
8,895
+281
+3% +$9.39K 0.07% 122
2022
Q2 		$268K Buy
8,614
+223
+3% +$8.03K 0.05% 364
2022
Q1 		$346K Sell
8,391
-2,064
-20% -$93.1K 0.05% 349
2021
Q4 		$465K Buy
10,455
+1,263
+14% +$57.5K 0.06% 326
2021
Q3 		$390K Sell
9,192
-76
-0.8% -$3.06K 0.06% 301
2021
Q2 		$382K Buy
9,268
+3,049
+49% +$125K 0.06% 275
2021
Q1 		$241K Buy
+6,219
New +$215K 0.05% 271

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's BAC Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Bank of America (BAC) stake by 95% in Q1 2026, selling an estimated $7.65M and leaving 7,141 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #155.

Sage Mountain Advisors first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.5M in Q3 2024. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Sage Mountain Advisors held 7,141 shares of Bank of America worth $348K as of Q1 2026.
  • Sage Mountain Advisors sold 148,334 Bank of America shares in Q1 2026, an estimated $7.65M.
  • Bank of America made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #155 holding.
  • Sage Mountain Advisors first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Sage Mountain Advisors's Bank of America position peaked at $10.5M in Q3 2024.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.