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 Q2	$303K	Sell	5,313 -108	-2%	-$5.74K	0.01%	183
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sand Hill Global Advisors's BAC Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Bank of America (BAC) stake by 2% in Q2 2026, selling an estimated $5.74K and leaving 5,313 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #183.

Sand Hill Global Advisors first reported a position in BAC in Q4 2014 and has held it in 7 quarters since. The position peaked at $536K in Q3 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sand Hill Global Advisors held 5,313 shares of Bank of America worth $303K as of Q2 2026.
Sand Hill Global Advisors sold 108 Bank of America shares in Q2 2026, an estimated $5.74K.
Bank of America made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #183 holding.
Sand Hill Global Advisors first reported a position in Bank of America in Q4 2014 and has held it in 7 quarters since.
Sand Hill Global Advisors's Bank of America position peaked at $536K in Q3 2025.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.