Sand Hill Global Advisors’s Bank of America BAC Stock Holding History

Sand Hill Global Advisors’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 Q1	$264K	Buy	5,421 +1,024	+23%	+$52.8K	0.01%	179
2025 Q4	$242K	Sell	4,397 -6,000	-58%	-$317K	0.01%	184
2025 Q3	$536K	Buy	+10,397	New	+$507K	0.02%	138
2021 Q3	–	Sell	-6,049	Closed	-$249K	–	158
2021 Q2	$249K	Buy	+6,049	New	+$248K	0.02%	141
2015 Q4	–	Sell	-13,858	Closed	-$216K	–	79
2015 Q3	$216K	Buy	+13,858	New	+$233K	0.03%	78
2015 Q1	–	Sell	-10,661	Closed	-$191K	–	80
2014 Q4	$191K	Buy	+10,661	New	+$182K	0.03%	82

Other funds holding BAC

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Sand Hill Global Advisors's BAC Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Bank of America (BAC) stake by 23% in Q1 2026, buying an estimated $52.8K and bringing the position to 5,421 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #179.

Sand Hill Global Advisors first reported a position in BAC in Q4 2014 and has held it in 6 quarters since. The position peaked at $536K in Q3 2025. 3,458 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Sand Hill Global Advisors held 5,421 shares of Bank of America worth $264K as of Q1 2026.
Sand Hill Global Advisors bought 1,024 Bank of America shares in Q1 2026, an estimated $52.8K.
Bank of America made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #179 holding.
Sand Hill Global Advisors first reported a position in Bank of America in Q4 2014 and has held it in 6 quarters since.
Sand Hill Global Advisors's Bank of America position peaked at $536K in Q3 2025.
3,458 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.