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SageView Advisory Group’s Bank of America BAC Stock Holding History

SageView Advisory 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 		$3.66M Sell
64,309
-3,752
-6% -$200K 0.12% 109
2026
Q1 		$3.32M Sell
68,061
-8,364
-11% -$432K 0.12% 97
2025
Q4 		$4.2M Sell
76,425
-11,504
-13% -$608K 0.14% 89
2025
Q3 		$4.54M Buy
87,929
+6,363
+8% +$310K 0.16% 82
2025
Q2 		$3.93M Buy
81,566
+5,380
+7% +$226K 0.15% 82
2025
Q1 		$3.18M Buy
76,186
+6,203
+9% +$276K 0.14% 85
2024
Q4 		$3.08M Buy
69,983
+22,986
+49% +$1.01M 0.13% 88
2024
Q3 		$1.86M Sell
46,997
-2,657
-5% -$106K 0.09% 120
2024
Q2 		$1.97M Buy
49,654
+3,861
+8% +$148K 0.09% 127
2024
Q1 		$1.74M Sell
45,793
-5,895
-11% -$202K 0.09% 127
2023
Q4 		$1.8M Buy
51,688
+10,788
+26% +$314K 0.08% 156
2023
Q3 		$1.12M Buy
40,900
+258
+0.6% +$7.63K 0.06% 192
2023
Q2 		$1.17M Sell
40,642
-7,360
-15% -$210K 0.06% 196
2023
Q1 		$1.37M Buy
48,002
+18,196
+61% +$601K 0.09% 156
2022
Q4 		$987K Buy
+29,806
New +$1.03M 0.08% 155

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's BAC Position: Q2 2026 in Review

SageView Advisory Group reduced its Bank of America (BAC) stake by 5.5% in Q2 2026, selling an estimated $200K and leaving 64,309 shares worth $3.66M. The position accounts for 0.12% of the portfolio, ranked #109.

SageView Advisory Group first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.54M in Q3 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SageView Advisory Group held 64,309 shares of Bank of America worth $3.66M as of Q2 2026.
  • SageView Advisory Group sold 3,752 Bank of America shares in Q2 2026, an estimated $200K.
  • Bank of America made up 0.12% of SageView Advisory Group's portfolio in Q2 2026, its #109 holding.
  • SageView Advisory Group first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Bank of America position peaked at $4.54M in Q3 2025.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.