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Sara-Bay Financial’s Bank of America BAC Stock Holding History

Sara-Bay Financial’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 		$364K Sell
6,395
-4,046
-39% -$215K 0.1% 66
2026
Q1 		$509K Sell
10,441
-321
-3% -$16.6K 0.15% 52
2025
Q4 		$595K Sell
10,762
-340
-3% -$18K 0.18% 47
2025
Q3 		$573K Buy
11,102
+1,001
+10% +$48.8K 0.16% 48
2025
Q2 		$478K Hold
10,101
– – 0.17% 48
2025
Q1 		$417K Sell
10,101
-999
-9% -$44.5K 0.18% 57
2024
Q4 		$487K Hold
11,100
– – 0.18% 54
2024
Q3 		$440K Sell
11,100
-3,348
-23% -$134K 0.16% 64
2024
Q2 		$575K Buy
14,448
+4,350
+43% +$167K 0.23% 53
2024
Q1 		$379K Hold
10,098
– – 0.17% 65
2023
Q4 		$340K Sell
10,098
-99
-1% -$2.88K 0.17% 66
2023
Q3 		$279K Buy
10,197
+1
+0% +$30 0.14% 65
2023
Q2 		$293K Buy
10,196
+1
+0% +$29 0.14% 65
2023
Q1 		$292K Sell
10,195
-286
-3% -$9.44K 0.15% 65
2022
Q4 		$347K Sell
10,481
-155
-1% -$5.34K 0.2% 60
2022
Q3 		$321K Hold
10,636
– – 0.18% 58
2022
Q2 		$332K Hold
10,636
– – 0.16% 61
2022
Q1 		$438K Buy
10,636
+1
+0% +$45 0.17% 57
2021
Q4 		$473K Hold
10,635
– – 0.14% 56
2021
Q3 		$451K Sell
10,635
-95,900
-90% -$3.86M 0.18% 51
2021
Q2 		$438K Buy
106,535
+95,900
+902% +$3.93M 0.17% 55
2021
Q1 		$411K Hold
10,635
– – 0.17% 55
2020
Q4 		$322K Sell
10,635
-953
-8% -$25.5K 0.15% 59
2020
Q3 		$279K Hold
11,588
– – 0.15% 62
2020
Q2 		$274K Buy
+11,588
New +$274K 0.16% 62

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sara-Bay Financial's BAC Position: Q2 2026 in Review

Sara-Bay Financial reduced its Bank of America (BAC) stake by 39% in Q2 2026, selling an estimated $215K and leaving 6,395 shares worth $364K. The position accounts for 0.1% of the portfolio, ranked #66.

Sara-Bay Financial first reported a position in BAC in Q2 2020 and has held it in 25 quarters since. The position peaked at $595K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sara-Bay Financial held 6,395 shares of Bank of America worth $364K as of Q2 2026.
  • Sara-Bay Financial sold 4,046 Bank of America shares in Q2 2026, an estimated $215K.
  • Bank of America made up 0.1% of Sara-Bay Financial's portfolio in Q2 2026, its #66 holding.
  • Sara-Bay Financial first reported a position in Bank of America in Q2 2020 and has held it in 25 quarters since.
  • Sara-Bay Financial's Bank of America position peaked at $595K in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.