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Sagespring Wealth Partners’s Bank of America BAC Stock Holding History

Sagespring Wealth Partners’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 		$5.44M Sell
111,553
-4,970
-4% -$256K 0.1% 106
2025
Q4 		$6.41M Buy
116,523
+8,151
+8% +$431K 0.12% 95
2025
Q3 		$5.59M Buy
108,372
+663
+0.6% +$32.3K 0.11% 96
2025
Q2 		$5.1M Buy
107,709
+30,767
+40% +$1.29M 0.11% 99
2025
Q1 		$3.21M Buy
76,942
+6,694
+10% +$298K 0.08% 119
2024
Q4 		$3.09M Buy
+70,248
New +$3.09M 0.08% 110

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

Sagespring Wealth Partners's BAC Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Bank of America (BAC) stake by 4.3% in Q1 2026, selling an estimated $256K and leaving 111,553 shares worth $5.44M. The position accounts for 0.1% of the portfolio, ranked #106.

Sagespring Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.41M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Sagespring Wealth Partners held 111,553 shares of Bank of America worth $5.44M as of Q1 2026.
  • Sagespring Wealth Partners sold 4,970 Bank of America shares in Q1 2026, an estimated $256K.
  • Bank of America made up 0.1% of Sagespring Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • Sagespring Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Bank of America position peaked at $6.41M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.