Sagewood Asset Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Other funds holding BAC
Sagewood Asset Management's BAC Position: Q2 2026 in Review
Sagewood Asset Management increased its Bank of America (BAC) stake by 44% in Q2 2026, buying an estimated $218K and bringing the position to 13,408 shares worth $764K. The position accounts for 0.17% of the portfolio, ranked #101.
Sagewood Asset Management first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Sagewood Asset Management held 13,408 shares of Bank of America worth $764K as of Q2 2026.
- Sagewood Asset Management bought 4,097 Bank of America shares in Q2 2026, an estimated $218K.
- Bank of America made up 0.17% of Sagewood Asset Management's portfolio in Q2 2026, its #101 holding.
- Sagewood Asset Management first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.