SageGuard Financial Group’s Bank of America BAC Stock Holding History

SageGuard Financial 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	$247K	Buy	4,332 +125	+3%	+$6.65K	0.03%	186
2026 Q1	$205K	Sell	4,207 -8	-0.2%	-$413	0.03%	188
2025 Q4	$232K	Buy	+4,215	New	+$223K	0.04%	164
2021 Q3	–	Sell	-8,397	Closed	-$346K	–	28
2021 Q2	$346K	Sell	8,397 -3,909	-32%	-$160K	0.16%	97
2021 Q1	$477K	Buy	12,306 +3,334	+37%	+$115K	0.22%	77
2020 Q4	$271K	Buy	+8,972	New	+$240K	0.13%	99

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SageGuard Financial Group's BAC Position: Q2 2026 in Review

SageGuard Financial Group increased its Bank of America (BAC) stake by 3% in Q2 2026, buying an estimated $6.65K and bringing the position to 4,332 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #186.

SageGuard Financial Group first reported a position in BAC in Q4 2020 and has held it in 6 quarters since. The position peaked at $477K in Q1 2021. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

SageGuard Financial Group held 4,332 shares of Bank of America worth $247K as of Q2 2026.
SageGuard Financial Group bought 125 Bank of America shares in Q2 2026, an estimated $6.65K.
Bank of America made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #186 holding.
SageGuard Financial Group first reported a position in Bank of America in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Bank of America position peaked at $477K in Q1 2021.
2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.