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Saranac Partners’s Bank of America BAC Stock Holding History

Saranac 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 		$7.86M Buy
160,560
+18,750
+13% +$968K 3.36% 8
2025
Q4 		$7.81M Buy
+141,810
New +$7.5M 3.05% 12
2025
Q3 		– Sell
-12,121
Closed -$574K – 322
2025
Q2 		$574K Buy
+12,121
New +$510K 0.3% 45

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Saranac Partners's BAC Position: Q1 2026 in Review

Saranac Partners increased its Bank of America (BAC) stake by 13% in Q1 2026, buying an estimated $968K and bringing the position to 160,560 shares worth $7.86M. The position accounts for 3.36% of the portfolio, ranked #8.

Saranac Partners first reported a position in BAC in Q2 2025 and has held it in 3 quarters since. 3,472 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Saranac Partners held 160,560 shares of Bank of America worth $7.86M as of Q1 2026.
  • Saranac Partners bought 18,750 Bank of America shares in Q1 2026, an estimated $968K.
  • Bank of America made up 3.36% of Saranac Partners's portfolio in Q1 2026, its #8 holding.
  • Saranac Partners first reported a position in Bank of America in Q2 2025 and has held it in 3 quarters since.
  • 3,472 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.