Sage Private Wealth Group’s Bank of America BAC Stock Holding History

Sage Private Wealth 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	$271K	Buy	4,760 +40	+0.8%	+$2.13K	0.12%	84
2026 Q1	$230K	Sell	4,720 -4,100	-46%	-$212K	0.12%	90
2025 Q4	$485K	Hold	8,820	–	–	0.26%	56
2025 Q3	$455K	Buy	+8,820	New	+$430K	0.25%	56
2022 Q4	–	Sell	-627	Closed	-$19K	–	59
2022 Q3	$19K	Hold	627	–	–	0.03%	114
2022 Q2	$20K	Hold	627	–	–	0.03%	114
2022 Q1	$26K	Hold	627	–	–	0.03%	110
2021 Q4	$27K	Hold	627	–	–	0.03%	105
2021 Q3	$27K	Hold	627	–	–	0.04%	106
2021 Q2	$26K	Hold	627	–	–	0.04%	103
2021 Q1	$24K	Hold	627	–	–	0.04%	111
2020 Q4	$19K	Buy	+627	New	+$16.8K	0.05%	106

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sage Private Wealth Group's BAC Position: Q2 2026 in Review

Sage Private Wealth Group increased its Bank of America (BAC) stake by 0.85% in Q2 2026, buying an estimated $2.13K and bringing the position to 4,760 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #84.

Sage Private Wealth Group first reported a position in BAC in Q4 2020 and has held it in 12 quarters since. The position peaked at $485K in Q4 2025. 2,695 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sage Private Wealth Group held 4,760 shares of Bank of America worth $271K as of Q2 2026.
Sage Private Wealth Group bought 40 Bank of America shares in Q2 2026, an estimated $2.13K.
Bank of America made up 0.12% of Sage Private Wealth Group's portfolio in Q2 2026, its #84 holding.
Sage Private Wealth Group first reported a position in Bank of America in Q4 2020 and has held it in 12 quarters since.
Sage Private Wealth Group's Bank of America position peaked at $485K in Q4 2025.
2,695 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.