Sandbox Financial Partners’s Bank of America BAC Stock Holding History

Sandbox Financial Partners’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	–	Sell	-4,220	Closed	-$232K	–	118
2025 Q4	$232K	Buy	4,220 +2	+0%	+$106	0.06%	109
2025 Q3	$218K	Buy	+4,218	New	+$206K	0.06%	118
2023 Q1	–	Sell	-6,525	Closed	-$216K	–	92
2022 Q4	$216K	Buy	+6,525	New	+$225K	0.15%	73
2022 Q3	–	Sell	-6,972	Closed	-$217K	–	85
2022 Q2	$217K	Sell	6,972 -832	-11%	-$30K	0.15%	76
2022 Q1	$322K	Buy	7,804 +698	+10%	+$31.5K	0.18%	61
2021 Q4	$316K	Buy	7,106 +1,512	+27%	+$68.9K	0.2%	66
2021 Q3	$237K	Buy	5,594 +492	+10%	+$19.8K	0.17%	77
2021 Q2	$210K	Buy	5,102 +14	+0.3%	+$574	0.16%	85
2021 Q1	$202K	Buy	+5,088	New	+$176K	0.16%	76

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

Sandbox Financial Partners's BAC Position: Q1 2026 in Review

Sandbox Financial Partners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,220 shares — an estimated $232K sold.

Sandbox Financial Partners first reported a position in BAC in Q1 2021 and held it in 9 quarters. The position peaked at $322K in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Sandbox Financial Partners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Sandbox Financial Partners sold 4,220 Bank of America shares in Q1 2026, an estimated $232K.
Sandbox Financial Partners first reported a position in Bank of America in Q1 2021 and held it in 9 quarters.
Sandbox Financial Partners's Bank of America position peaked at $322K in Q1 2022.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.