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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SageView Advisory Group's BAC Position: Q4 2025 in Review

SageView Advisory Group reduced its Bank of America (BAC) stake by 13% in Q4 2025, selling an estimated $608K and leaving 76,425 shares worth $4.2M. The position accounts for 0.14% of the portfolio, ranked #89.

SageView Advisory Group first reported a position in BAC in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.54M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

SageView Advisory Group held 76,425 shares of Bank of America worth $4.2M as of Q4 2025.
SageView Advisory Group sold 11,504 Bank of America shares in Q4 2025, an estimated $608K.
Bank of America made up 0.14% of SageView Advisory Group's portfolio in Q4 2025, its #89 holding.
SageView Advisory Group first reported a position in Bank of America in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Bank of America position peaked at $4.54M in Q3 2025.
3,599 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.