Sagewood Asset Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$764K Buy
13,408
+4,097
+44% +$218K 0.17% 101
2026
Q1
$454K Buy
9,311
+499
+6% +$25.7K 0.14% 140
2025
Q4
$485K Buy
+8,812
New +$466K 0.17% 101

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.