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 Q2	$6.58M	Buy	115,526 +3,973	+4%	+$211K	0.1%	114
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sagespring Wealth Partners's BAC Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Bank of America (BAC) stake by 3.6% in Q2 2026, buying an estimated $211K and bringing the position to 115,526 shares worth $6.58M. The position accounts for 0.1% of the portfolio, ranked #114.

Sagespring Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sagespring Wealth Partners held 115,526 shares of Bank of America worth $6.58M as of Q2 2026.
Sagespring Wealth Partners bought 3,973 Bank of America shares in Q2 2026, an estimated $211K.
Bank of America made up 0.1% of Sagespring Wealth Partners's portfolio in Q2 2026, its #114 holding.
Sagespring Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.